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
501
$3K ﹤0.01%
+132
502
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503
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504
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505
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506
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507
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508
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+9
509
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510
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511
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512
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515
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516
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517
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518
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519
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+25
520
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521
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+1
522
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523
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524
$2K ﹤0.01%
+31
525
$2K ﹤0.01%
+14
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