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

Top Buys

1
+$8.74M
2
+$7.75M
3
+$7.31M
4
IBM icon
IBM
IBM
+$6.97M
5
RHT
Red Hat Inc
RHT
+$6.56M

Top Sells

No sells this quarter

Sector Composition

1 Technology 38.13%
2 Financials 17.76%
3 Consumer Discretionary 14.62%
4 Communication Services 13.35%
5 Industrials 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$11K 0.01%
+223
327
$11K 0.01%
+106
328
$11K 0.01%
+166
329
$11K 0.01%
+47
330
$11K 0.01%
+74
331
$11K 0.01%
+307
332
$11K 0.01%
+565
333
$11K 0.01%
+364
334
$11K 0.01%
+19
335
$11K 0.01%
+249
336
$11K 0.01%
+139
337
$11K 0.01%
+193
338
$11K 0.01%
+201
339
$10K 0.01%
+102
340
$10K 0.01%
+860
341
$10K 0.01%
+34
342
$10K 0.01%
+477
343
$10K 0.01%
+84
344
$10K 0.01%
+95
345
$10K 0.01%
+61
346
$10K 0.01%
+30
347
$10K 0.01%
+107
348
$10K 0.01%
+216
349
$10K 0.01%
+165
350
$10K 0.01%
+456
12 13
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