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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
$140M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$1.84M
3
+$1M
4
QIWI
QIWI PLC
QIWI
+$991K
5
BBVA icon
Banco Bilbao Vizcaya Argentaria
BBVA
+$989K

Top Sells

1
+$3.55M
2
+$1.75M
3
+$1.62M
4
TSM icon
TSMC
TSM
+$1.32M
5
ORCL icon
Oracle
ORCL
+$1.3M

Sector Composition

1 Technology 27.48%
2 Consumer Discretionary 17.92%
3 Financials 16.29%
4 Communication Services 12.64%
5 Consumer Staples 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$7K 0.01%
71
+4
477
$7K 0.01%
99
+4
478
$7K 0.01%
40
-2
479
$7K 0.01%
96
-20
480
$7K 0.01%
94
-2
481
$6K ﹤0.01%
124
+6
482
$6K ﹤0.01%
62
-16
483
$6K ﹤0.01%
14
484
$6K ﹤0.01%
48
+2
485
$6K ﹤0.01%
37
+2
486
$6K ﹤0.01%
67
+23
487
$6K ﹤0.01%
177
+12
488
$6K ﹤0.01%
22
+2
489
$6K ﹤0.01%
98
+22
490
$6K ﹤0.01%
30
491
$6K ﹤0.01%
233
+8
492
$6K ﹤0.01%
42
+6
493
$6K ﹤0.01%
32
+4
494
$5K ﹤0.01%
30
-2
495
$5K ﹤0.01%
27
496
$5K ﹤0.01%
92
497
$5K ﹤0.01%
40
+4
498
$5K ﹤0.01%
135
-8
499
$5K ﹤0.01%
39
+6
500
$5K ﹤0.01%
15
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