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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
526
$2K ﹤0.01%
+22
527
$2K ﹤0.01%
+22
528
$2K ﹤0.01%
+25
529
$2K ﹤0.01%
+4
530
$2K ﹤0.01%
+12
531
$2K ﹤0.01%
+31
532
$2K ﹤0.01%
+26
533
$2K ﹤0.01%
+24
534
$2K ﹤0.01%
+7
535
$2K ﹤0.01%
+26
536
$2K ﹤0.01%
+9
537
$2K ﹤0.01%
+11
538
$2K ﹤0.01%
+11
539
$1K ﹤0.01%
+18
540
$1K ﹤0.01%
+13
541
$1K ﹤0.01%
+21
542
$1K ﹤0.01%
+17
543
$1K ﹤0.01%
+8
544
$1K ﹤0.01%
+17
545
$1K ﹤0.01%
+23
546
$1K ﹤0.01%
+13
547
$1K ﹤0.01%
+11
548
$1K ﹤0.01%
+6
549
$1K ﹤0.01%
+7
550
$1K ﹤0.01%
+37
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