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
451
$6K ﹤0.01%
73
+26
452
$6K ﹤0.01%
27
+6
453
$6K ﹤0.01%
78
-4
454
$6K ﹤0.01%
73
+21
455
$6K ﹤0.01%
209
-97
456
$6K ﹤0.01%
62
457
$6K ﹤0.01%
189
-44
458
$5K ﹤0.01%
132
+67
459
$5K ﹤0.01%
117
-6
460
$5K ﹤0.01%
24
+2
461
$5K ﹤0.01%
61
+11
462
$5K ﹤0.01%
156
-1
463
$5K ﹤0.01%
34
+8
464
$5K ﹤0.01%
153
+2
465
$5K ﹤0.01%
45
-1
466
$5K ﹤0.01%
51
+12
467
$5K ﹤0.01%
100
-3,771
468
$5K ﹤0.01%
55
+6
469
$5K ﹤0.01%
68
+8
470
$5K ﹤0.01%
75
471
$5K ﹤0.01%
75
+1
472
$5K ﹤0.01%
48
-3,371
473
$5K ﹤0.01%
25
-5
474
$5K ﹤0.01%
53
+6
475
$5K ﹤0.01%
48
-3
17 18
19
20 21