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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
476
$4K ﹤0.01%
+39
477
$4K ﹤0.01%
+49
478
$4K ﹤0.01%
+46
479
$4K ﹤0.01%
+28
480
$4K ﹤0.01%
+123
481
$4K ﹤0.01%
+50
482
$4K ﹤0.01%
+30
483
$4K ﹤0.01%
+31
484
$4K ﹤0.01%
+51
485
$4K ﹤0.01%
+60
486
$4K ﹤0.01%
+26
487
$4K ﹤0.01%
+75
488
$4K ﹤0.01%
+21
489
$4K ﹤0.01%
+47
490
$4K ﹤0.01%
+51
491
$4K ﹤0.01%
+24
492
$4K ﹤0.01%
+45
493
$4K ﹤0.01%
+47
494
$3K ﹤0.01%
+21
495
$3K ﹤0.01%
+132
496
$3K ﹤0.01%
+22
497
$3K ﹤0.01%
+29
498
$3K ﹤0.01%
+22
499
$3K ﹤0.01%
+30
500
$3K ﹤0.01%
+16
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