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
$188M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$8.09M
3
+$6.8M
4
IBM icon
IBM
IBM
+$6.68M
5
AMD icon
Advanced Micro Devices
AMD
+$6.41M

Top Sells

No sells this quarter

Sector Composition

1 Technology 38.14%
2 Financials 17.76%
3 Consumer Discretionary 14.62%
4 Communication Services 13.34%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
+50
477
$4K ﹤0.01%
+30
478
$4K ﹤0.01%
+31
479
$4K ﹤0.01%
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480
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481
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482
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483
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484
$4K ﹤0.01%
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485
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486
$4K ﹤0.01%
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487
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489
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491
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492
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494
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495
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496
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497
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+21
498
$3K ﹤0.01%
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499
$3K ﹤0.01%
+10
500
$3K ﹤0.01%
+21
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