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
351
$10K 0.01%
+30
352
$10K 0.01%
+456
353
$10K 0.01%
+150
354
$10K 0.01%
+77
355
$10K 0.01%
+93
356
$10K 0.01%
+52
357
$10K 0.01%
+155
358
$10K 0.01%
+61
359
$10K 0.01%
+459
360
$10K 0.01%
+181
361
$10K 0.01%
+24
362
$10K 0.01%
+185
363
$10K 0.01%
+70
364
$10K 0.01%
+53
365
$9K ﹤0.01%
+85
366
$9K ﹤0.01%
+56
367
$9K ﹤0.01%
+61
368
$9K ﹤0.01%
+130
369
$9K ﹤0.01%
+74
370
$9K ﹤0.01%
+106
371
$9K ﹤0.01%
+79
372
$9K ﹤0.01%
+635
373
$9K ﹤0.01%
+170
374
$9K ﹤0.01%
+41
375
$9K ﹤0.01%
+117
13 14
15
16 17