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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
351
$10K 0.01%
+150
352
$10K 0.01%
+77
353
$10K 0.01%
+93
354
$10K 0.01%
+52
355
$10K 0.01%
+155
356
$10K 0.01%
+61
357
$10K 0.01%
+459
358
$10K 0.01%
+181
359
$10K 0.01%
+24
360
$10K 0.01%
+185
361
$10K 0.01%
+70
362
$10K 0.01%
+53
363
$10K 0.01%
+135
364
$10K 0.01%
+195
365
$9K ﹤0.01%
+106
366
$9K ﹤0.01%
+140
367
$9K ﹤0.01%
+130
368
$9K ﹤0.01%
+74
369
$9K ﹤0.01%
+79
370
$9K ﹤0.01%
+635
371
$9K ﹤0.01%
+170
372
$9K ﹤0.01%
+41
373
$9K ﹤0.01%
+85
374
$9K ﹤0.01%
+56
375
$9K ﹤0.01%
+61
13 14
15
16 17