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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
$125M
AUM Growth
-$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.08M
3
+$839K
4
HBI
Hanesbrands
HBI
+$825K
5
VFC icon
VF Corp
VFC
+$786K

Top Sells

1
+$3.78M
2
+$3.38M
3
+$2.87M
4
XYZ
Block Inc
XYZ
+$2.1M
5
IBM icon
IBM
IBM
+$1.46M

Sector Composition

1 Technology 30.68%
2 Consumer Discretionary 17.05%
3 Financials 16.43%
4 Communication Services 11%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7K 0.01%
19
+5
452
$7K 0.01%
141
453
$7K 0.01%
71
+17
454
$7K 0.01%
59
+15
455
$7K 0.01%
116
+41
456
$7K 0.01%
87
+39
457
$7K 0.01%
108
+58
458
$7K 0.01%
146
+98
459
$7K 0.01%
111
+54
460
$7K 0.01%
79
+44
461
$7K 0.01%
20
+3
462
$7K 0.01%
46
+19
463
$7K 0.01%
78
+16
464
$6K ﹤0.01%
48
+14
465
$6K ﹤0.01%
53
+8
466
$6K ﹤0.01%
73
+18
467
$6K ﹤0.01%
193
+105
468
$6K ﹤0.01%
39
+15
469
$6K ﹤0.01%
96
+21
470
$6K ﹤0.01%
80
471
$6K ﹤0.01%
44
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472
$6K ﹤0.01%
118
+37
473
$6K ﹤0.01%
95
+34
474
$6K ﹤0.01%
42
+4
475
$6K ﹤0.01%
102
+34
17 18
19
20 21