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
51
$958K 0.55%
4,080
-32
52
$957K 0.55%
199,822
-18,970
53
$949K 0.54%
13,786
+833
54
$921K 0.52%
13,297
+6,653
55
$875K 0.5%
9,217
+1,832
56
$875K 0.5%
5,317
-12,275
57
$851K 0.48%
17,307
+3,521
58
$827K 0.47%
42,737
+3,856
59
$797K 0.45%
10,650
+10,598
60
$790K 0.45%
14,958
+1,009
61
$782K 0.45%
6,032
+814
62
$772K 0.44%
14,466
+2,221
63
$767K 0.44%
17,588
+62
64
$763K 0.43%
30,069
+5,782
65
$754K 0.43%
11,289
+905
66
$730K 0.42%
55,458
-5,265
67
$728K 0.41%
14,993
+1,501
68
$708K 0.4%
108,862
-10,335
69
$683K 0.39%
7,121
-633
70
$647K 0.37%
22,118
+1,104
71
$631K 0.36%
8,978
+78
72
$619K 0.35%
2,781
-810
73
$609K 0.35%
24,438
-463
74
$604K 0.34%
7,932
+403
75
$602K 0.34%
25,995
+795
1 2
3
4 5