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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
501
$3K ﹤0.01%
+17
502
$3K ﹤0.01%
+52
503
$3K ﹤0.01%
+42
504
$3K ﹤0.01%
+39
505
$3K ﹤0.01%
+21
506
$3K ﹤0.01%
+63
507
$3K ﹤0.01%
+65
508
$3K ﹤0.01%
+21
509
$3K ﹤0.01%
+12
510
$3K ﹤0.01%
+10
511
$3K ﹤0.01%
+17
512
$3K ﹤0.01%
+18
513
$3K ﹤0.01%
+74
514
$3K ﹤0.01%
+9
515
$3K ﹤0.01%
+31
516
$3K ﹤0.01%
+28
517
$3K ﹤0.01%
+18
518
$3K ﹤0.01%
+14
519
$2K ﹤0.01%
+70
520
$2K ﹤0.01%
+25
521
$2K ﹤0.01%
+14
522
$2K ﹤0.01%
+10
523
$2K ﹤0.01%
+27
524
$2K ﹤0.01%
+40
525
$2K ﹤0.01%
+15
19 20
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