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
426
$7K ﹤0.01%
80
-15,273
427
$7K ﹤0.01%
173
+88
428
$7K ﹤0.01%
45
+7
429
$7K ﹤0.01%
17
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430
$7K ﹤0.01%
43
-1
431
$7K ﹤0.01%
304
+20
432
$7K ﹤0.01%
22
433
$7K ﹤0.01%
85
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434
$7K ﹤0.01%
100
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435
$6K ﹤0.01%
192
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436
$6K ﹤0.01%
38
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$6K ﹤0.01%
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450
$6K ﹤0.01%
51
+21
16 17
18
19 20