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
476
$4K ﹤0.01%
81
+18
477
$4K ﹤0.01%
81
-17,093
478
$4K ﹤0.01%
9
+5
479
$4K ﹤0.01%
39
480
$4K ﹤0.01%
12
481
$4K ﹤0.01%
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+6
482
$4K ﹤0.01%
57
+6
483
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31
+9
484
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12
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485
$4K ﹤0.01%
17
486
$4K ﹤0.01%
88
+48
487
$4K ﹤0.01%
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$4K ﹤0.01%
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489
$4K ﹤0.01%
35
+5
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$4K ﹤0.01%
20
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491
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20
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492
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493
$4K ﹤0.01%
50
-1,452
494
$4K ﹤0.01%
36
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495
$4K ﹤0.01%
18
+4
496
$4K ﹤0.01%
27
+3
497
$4K ﹤0.01%
48
+6
498
$3K ﹤0.01%
22
+1
499
$3K ﹤0.01%
22
+1
500
$3K ﹤0.01%
12
18 19
20
21 22