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
801
$23K ﹤0.01%
168
+58
802
$22K ﹤0.01%
2,739
-20
803
$22K ﹤0.01%
1,109
+162
804
$22K ﹤0.01%
276
-323
805
$22K ﹤0.01%
486
+55
806
$22K ﹤0.01%
178
+1
807
$22K ﹤0.01%
1,453
+742
808
$22K ﹤0.01%
376
+76
809
$22K ﹤0.01%
123
+5
810
$22K ﹤0.01%
+726
811
$22K ﹤0.01%
1,355
+477
812
$22K ﹤0.01%
558
+29
813
$22K ﹤0.01%
+298
814
$21K ﹤0.01%
331
+81
815
$21K ﹤0.01%
183
+3
816
$21K ﹤0.01%
523
+43
817
$21K ﹤0.01%
714
+108
818
$21K ﹤0.01%
+855
819
$21K ﹤0.01%
686
+124
820
$21K ﹤0.01%
1,183
+269
821
$21K ﹤0.01%
458
+113
822
$21K ﹤0.01%
784
-422
823
$21K ﹤0.01%
602
+344
824
$21K ﹤0.01%
+462
825
$20K ﹤0.01%
341
+2
31 32
33
34 35