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
826
$20K ﹤0.01%
344
-173
827
$20K ﹤0.01%
498
+55
828
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+686
829
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665
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830
$20K ﹤0.01%
+546
831
$20K ﹤0.01%
48
-16
832
$20K ﹤0.01%
+500
833
$20K ﹤0.01%
+218
834
$20K ﹤0.01%
477
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835
$20K ﹤0.01%
179
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836
$20K ﹤0.01%
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837
$20K ﹤0.01%
563
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838
$20K ﹤0.01%
259
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839
$20K ﹤0.01%
328
-36
840
$20K ﹤0.01%
304
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$20K ﹤0.01%
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$19K ﹤0.01%
849
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843
$19K ﹤0.01%
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$19K ﹤0.01%
246
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845
$19K ﹤0.01%
+201
846
$19K ﹤0.01%
283
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847
$19K ﹤0.01%
175
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848
$19K ﹤0.01%
728
+20
849
$19K ﹤0.01%
699
-249
850
$19K ﹤0.01%
181
-60
32 33
34
35 36