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
$561M
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,199
New
Increased
Reduced
Closed

Top Buys

1
+$64M
2
+$40.1M
3
+$25.9M
4
BAR icon
GraniteShares Gold Shares
BAR
+$23M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$14.1M

Top Sells

1
+$29.5M
2
+$17.7M
3
+$12.4M
4
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$10.6M
5
BBBY
Bed Bath & Beyond
BBBY
+$6.95M

Sector Composition

1 Technology 13.86%
2 Financials 8.21%
3 Consumer Discretionary 7.13%
4 Communication Services 5.7%
5 Materials 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$25K ﹤0.01%
+304
777
$25K ﹤0.01%
56
+7
778
$25K ﹤0.01%
679
+102
779
$25K ﹤0.01%
530
-271
780
$25K ﹤0.01%
+306
781
$25K ﹤0.01%
+208
782
$25K ﹤0.01%
+607
783
$25K ﹤0.01%
426
-854
784
$25K ﹤0.01%
786
+244
785
$25K ﹤0.01%
108
-7
786
$25K ﹤0.01%
851
+290
787
$25K ﹤0.01%
+424
788
$24K ﹤0.01%
900
-468
789
$24K ﹤0.01%
+1,063
790
$24K ﹤0.01%
199
+33
791
$24K ﹤0.01%
+904
792
$23K ﹤0.01%
329
-592
793
$23K ﹤0.01%
383
+71
794
$23K ﹤0.01%
+295
795
$23K ﹤0.01%
460
+116
796
$23K ﹤0.01%
205
+24
797
$23K ﹤0.01%
872
-669
798
$23K ﹤0.01%
735
+198
799
$23K ﹤0.01%
283
+81
800
$23K ﹤0.01%
417
+232
30 31
32
33 34