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CIA

CSat Investment Advisory Portfolio holdings

AUM $119M
1-Year Est. Return 77.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+77.51%
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
+$1.28M
2
+$1.24M
3
+$1.18M
4
MSI icon
Motorola Solutions
MSI
+$1.14M
5
FDX icon
FedEx
FDX
+$1.07M

Top Sells

1
+$6.13M
2
+$3.78M
3
+$2.22M
4
INFY icon
Infosys
INFY
+$1.74M
5
WIT icon
Wipro
WIT
+$1.42M

Sector Composition

1 Technology 37.54%
2 Financials 16.2%
3 Consumer Discretionary 15.38%
4 Communication Services 12.36%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$15K 0.01%
85
+33
277
$15K 0.01%
+896
278
$15K 0.01%
121
+17
279
$15K 0.01%
335
-15
280
$15K 0.01%
338
+23
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$15K 0.01%
245
-59
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$15K 0.01%
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$15K 0.01%
25
+6
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+17
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$15K 0.01%
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+8
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+16
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$15K 0.01%
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-77
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-10
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$15K 0.01%
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+340
291
$15K 0.01%
716
+324
292
$15K 0.01%
202
+7
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$14K 0.01%
325
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$14K 0.01%
189
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296
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295
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297
$14K 0.01%
399
+91
298
$14K 0.01%
311
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299
$14K 0.01%
292
-33
300
$14K 0.01%
150
+55
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