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
326
$13K 0.01%
45
-2
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$13K 0.01%
576
+117
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$13K 0.01%
60
+7
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$12K 0.01%
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$12K 0.01%
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332
$12K 0.01%
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333
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+17
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335
$12K 0.01%
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225
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$12K 0.01%
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338
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$12K 0.01%
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$12K 0.01%
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341
$12K 0.01%
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$12K 0.01%
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$12K 0.01%
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$12K 0.01%
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$11K 0.01%
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$11K 0.01%
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+5
347
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348
$11K 0.01%
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-46
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$11K 0.01%
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+7
350
$11K 0.01%
707
+72
12 13
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