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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
$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
401
$8K ﹤0.01%
45
+1
402
$8K ﹤0.01%
133
+18
403
$8K ﹤0.01%
149
+3
404
$8K ﹤0.01%
227
-25
405
$8K ﹤0.01%
186
+13
406
$8K ﹤0.01%
148
+16
407
$8K ﹤0.01%
73
+28
408
$8K ﹤0.01%
100
+13
409
$8K ﹤0.01%
67
-3
410
$8K ﹤0.01%
125
+13
411
$8K ﹤0.01%
141
+21
412
$8K ﹤0.01%
512
+71
413
$8K ﹤0.01%
510
+210
414
$8K ﹤0.01%
61
+21
415
$8K ﹤0.01%
282
+8
416
$8K ﹤0.01%
629
+296
417
$8K ﹤0.01%
115
+25
418
$8K ﹤0.01%
69
+5
419
$8K ﹤0.01%
126
-12
420
$8K ﹤0.01%
234
+77
421
$8K ﹤0.01%
173
-13
422
$8K ﹤0.01%
46
+19
423
$7K ﹤0.01%
33
+8
424
$7K ﹤0.01%
22
425
$7K ﹤0.01%
85
-4,650
15 16
17
18 19