CIA

CSat Investment Advisory Portfolio holdings

AUM $119M
1-Year Est. Return 61.18%
This Quarter Est. Return
1 Year Est. Return
+61.18%
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
+$1.32M
2
+$1.2M
3
+$1.09M
4
FDX icon
FedEx
FDX
+$1.07M
5
BBBY
Bed Bath & Beyond
BBBY
+$1.05M

Top Sells

1
+$8.39M
2
+$4.85M
3
+$2.02M
4
INFY icon
Infosys
INFY
+$1.74M
5
WIT icon
Wipro
WIT
+$1.44M

Sector Composition

1 Technology 37.56%
2 Financials 16.2%
3 Consumer Discretionary 15.38%
4 Communication Services 12.35%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$8K ﹤0.01%
133
+18
402
$8K ﹤0.01%
100
+13
403
$8K ﹤0.01%
67
-3
404
$8K ﹤0.01%
125
+13
405
$8K ﹤0.01%
141
+21
406
$8K ﹤0.01%
149
+3
407
$8K ﹤0.01%
227
-25
408
$8K ﹤0.01%
512
+71
409
$8K ﹤0.01%
510
+210
410
$8K ﹤0.01%
61
+21
411
$8K ﹤0.01%
282
+8
412
$8K ﹤0.01%
82
+11
413
$8K ﹤0.01%
629
+296
414
$8K ﹤0.01%
115
+25
415
$8K ﹤0.01%
186
+13
416
$8K ﹤0.01%
148
+16
417
$8K ﹤0.01%
69
+5
418
$8K ﹤0.01%
73
+28
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%
43
-1
424
$7K ﹤0.01%
304
+20
425
$7K ﹤0.01%
94
-24
15 16
17
18 19