CIA

CSat Investment Advisory Portfolio holdings

AUM $119M
1-Year Est. Return 61.18%
This Quarter Est. Return
1 Year Est. Return
+61.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.2M
3
+$1.09M
4
FDX icon
FedEx
FDX
+$1.07M
5
BBBY
Bed Bath & Beyond
BBBY
+$1.05M

Top Sells

1
+$8.39M
2
+$4.85M
3
+$2.02M
4
INFY icon
Infosys
INFY
+$1.74M
5
WIT icon
Wipro
WIT
+$1.44M

Sector Composition

1 Technology 37.56%
2 Financials 16.2%
3 Consumer Discretionary 15.38%
4 Communication Services 12.35%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17K 0.01%
501
+157
252
$17K 0.01%
252
253
$17K 0.01%
627
+7
254
$17K 0.01%
201
+58
255
$17K 0.01%
470
+102
256
$17K 0.01%
19
-5
257
$17K 0.01%
278
+81
258
$17K 0.01%
272
+41
259
$17K 0.01%
146
+5
260
$16K 0.01%
212
+8
261
$16K 0.01%
219
+55
262
$16K 0.01%
161
+2
263
$16K 0.01%
233
+69
264
$16K 0.01%
661
+215
265
$16K 0.01%
211
+42
266
$16K 0.01%
98
-2
267
$16K 0.01%
564
+200
268
$16K 0.01%
91
+30
269
$16K 0.01%
128
+67
270
$16K 0.01%
124
+27
271
$16K 0.01%
504
+197
272
$15K 0.01%
+896
273
$15K 0.01%
121
+17
274
$15K 0.01%
335
-15
275
$15K 0.01%
338
+23
9 10
11
12 13