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
$176M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.24M
3
+$1.18M
4
MSI icon
Motorola Solutions
MSI
+$1.14M
5
FDX icon
FedEx
FDX
+$1.07M

Top Sells

1
+$6.13M
2
+$3.78M
3
+$2.22M
4
INFY icon
Infosys
INFY
+$1.74M
5
WIT icon
Wipro
WIT
+$1.42M

Sector Composition

1 Technology 37.54%
2 Financials 16.2%
3 Consumer Discretionary 15.38%
4 Communication Services 12.36%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10K 0.01%
273
+77
377
$10K 0.01%
73
+21
378
$10K 0.01%
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+6
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$10K 0.01%
190
+5
380
$10K 0.01%
63
+4
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$9K 0.01%
109
+45
382
$9K 0.01%
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+8
383
$9K 0.01%
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+71
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$9K 0.01%
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+54
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-1
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325
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390
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297
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398
$8K ﹤0.01%
82
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399
$8K ﹤0.01%
629
+296
400
$8K ﹤0.01%
115
+25
14 15
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