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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
$361M
AUM Growth
+$84.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,090
New
Increased
Reduced
Closed

Top Buys

1
+$44.2M
2
+$35.3M
3
+$21.3M
4
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$17.7M
5
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$14.8M

Top Sells

1
+$4.15M
2
+$2.58M
3
+$1.88M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.66M
5
GS icon
Goldman Sachs
GS
+$1.39M

Sector Composition

1 Technology 15.13%
2 Financials 10.39%
3 Consumer Discretionary 8.59%
4 Communication Services 8.14%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$20K 0.01%
152
+23
727
$20K 0.01%
1,586
+266
728
$20K 0.01%
122
+18
729
$20K 0.01%
620
+58
730
$20K 0.01%
500
+84
731
$20K 0.01%
1,206
+197
732
$19K 0.01%
1,794
-112
733
$19K 0.01%
192
+36
734
$19K 0.01%
588
+101
735
$19K 0.01%
300
+52
736
$19K 0.01%
236
+42
737
$19K 0.01%
517
+91
738
$18K 0.01%
181
+33
739
$18K 0.01%
360
+53
740
$18K 0.01%
250
+41
741
$18K 0.01%
181
+30
742
$18K 0.01%
180
+32
743
$18K 0.01%
31
+6
744
$18K 0.01%
488
+71
745
$18K 0.01%
606
+109
746
$18K 0.01%
659
+114
747
$18K 0.01%
344
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748
$18K 0.01%
396
+70
749
$18K 0.01%
168
+28
750
$18K 0.01%
450
+75
28 29
30
31 32