We are live on ! Find out more
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
376
$9K ﹤0.01%
+117
377
$9K ﹤0.01%
+95
378
$9K ﹤0.01%
+392
379
$9K ﹤0.01%
+161
380
$9K ﹤0.01%
+138
381
$9K ﹤0.01%
+147
382
$9K ﹤0.01%
+141
383
$8K ﹤0.01%
+126
384
$8K ﹤0.01%
+59
385
$8K ﹤0.01%
+44
386
$8K ﹤0.01%
+12
387
$8K ﹤0.01%
+202
388
$8K ﹤0.01%
+70
389
$8K ﹤0.01%
+386
390
$8K ﹤0.01%
+52
391
$8K ﹤0.01%
+186
392
$8K ﹤0.01%
+59
393
$8K ﹤0.01%
+186
394
$8K ﹤0.01%
+274
395
$8K ﹤0.01%
+220
396
$8K ﹤0.01%
+121
397
$8K ﹤0.01%
+116
398
$8K ﹤0.01%
+195
399
$8K ﹤0.01%
+24
400
$8K ﹤0.01%
+116
14 15
16
17 18