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
526
$2K ﹤0.01%
11
+3
527
$2K ﹤0.01%
19
-5
528
$2K ﹤0.01%
21
-1,113
529
$2K ﹤0.01%
17
530
$2K ﹤0.01%
11
+3
531
$2K ﹤0.01%
30
+3
532
$2K ﹤0.01%
19
+1
533
$2K ﹤0.01%
22
534
$2K ﹤0.01%
21
-1
535
$2K ﹤0.01%
9
536
$2K ﹤0.01%
17
+4
537
$2K ﹤0.01%
13
+2
538
$2K ﹤0.01%
49
-3
539
$1K ﹤0.01%
13
+2
540
$1K ﹤0.01%
6
+5
541
$1K ﹤0.01%
35
-2
542
$1K ﹤0.01%
9
+2
543
$1K ﹤0.01%
9
+2
544
$1K ﹤0.01%
17
545
$1K ﹤0.01%
21
-2
546
$1K ﹤0.01%
3
+2
547
$1K ﹤0.01%
12
-1
548
$1K ﹤0.01%
20
-1
549
– –
-14,544
550
– –
-178,872
19 20 21
22
23