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
$188M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$8.09M
3
+$6.8M
4
IBM icon
IBM
IBM
+$6.68M
5
AMD icon
Advanced Micro Devices
AMD
+$6.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 38.14%
2 Financials 17.76%
3 Consumer Discretionary 14.62%
4 Communication Services 13.34%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13K 0.01%
+159
277
$13K 0.01%
+179
278
$13K 0.01%
+446
279
$13K 0.01%
+324
280
$13K 0.01%
+611
281
$13K 0.01%
+200
282
$13K 0.01%
+100
283
$13K 0.01%
+178
284
$13K 0.01%
+259
285
$13K 0.01%
+354
286
$13K 0.01%
+61
287
$13K 0.01%
+281
288
$13K 0.01%
+95
289
$13K 0.01%
+97
290
$13K 0.01%
+639
291
$13K 0.01%
+458
292
$12K 0.01%
+164
293
$12K 0.01%
+69
294
$12K 0.01%
+253
295
$12K 0.01%
+350
296
$12K 0.01%
+235
297
$12K 0.01%
+103
298
$12K 0.01%
+242
299
$12K 0.01%
+143
300
$12K 0.01%
+175
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