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
426
$7K ﹤0.01%
64
-11
427
$7K ﹤0.01%
80
-15,273
428
$7K ﹤0.01%
173
+88
429
$7K ﹤0.01%
45
+7
430
$7K ﹤0.01%
33
+8
431
$7K ﹤0.01%
17
-7
432
$7K ﹤0.01%
22
433
$7K ﹤0.01%
85
-4,650
434
$7K ﹤0.01%
100
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435
$6K ﹤0.01%
65
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436
$6K ﹤0.01%
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437
$6K ﹤0.01%
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$6K ﹤0.01%
38
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439
$6K ﹤0.01%
36
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$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
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449
$6K ﹤0.01%
37
+5
450
$6K ﹤0.01%
59
-3
16 17
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19 20