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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
$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
451
$5K ﹤0.01%
+63
452
$5K ﹤0.01%
+61
453
$5K ﹤0.01%
+157
454
$5K ﹤0.01%
+46
455
$5K ﹤0.01%
+151
456
$5K ﹤0.01%
+46
457
$5K ﹤0.01%
+300
458
$5K ﹤0.01%
+333
459
$5K ﹤0.01%
+74
460
$5K ﹤0.01%
+62
461
$5K ﹤0.01%
+21
462
$5K ﹤0.01%
+52
463
$5K ﹤0.01%
+30
464
$5K ﹤0.01%
+62
465
$5K ﹤0.01%
+27
466
$5K ﹤0.01%
+66
467
$5K ﹤0.01%
+40
468
$5K ﹤0.01%
+32
469
$4K ﹤0.01%
+39
470
$4K ﹤0.01%
+12
471
$4K ﹤0.01%
+22
472
$4K ﹤0.01%
+85
473
$4K ﹤0.01%
+52
474
$4K ﹤0.01%
+15
475
$4K ﹤0.01%
+26
17 18
19
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