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
401
$8K ﹤0.01%
+220
402
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403
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408
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410
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411
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417
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+64
420
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+53
422
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+196
423
$7K ﹤0.01%
+112
424
$7K ﹤0.01%
+67
425
$7K ﹤0.01%
+56