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

Top Buys

1
+$60.3M
2
+$37.5M
3
+$24.4M
4
BAR icon
GraniteShares Gold Shares
BAR
+$22.1M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$13.6M

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
+$3.95M

Sector Composition

1 Technology 13.84%
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%
+500
827
$20K ﹤0.01%
179
-57
828
$20K ﹤0.01%
+255
829
$20K ﹤0.01%
563
+86
830
$20K ﹤0.01%
304
-196
831
$20K ﹤0.01%
100
-169
832
$20K ﹤0.01%
341
+2
833
$20K ﹤0.01%
+686
834
$20K ﹤0.01%
665
+81
835
$20K ﹤0.01%
+546
836
$20K ﹤0.01%
+218
837
$20K ﹤0.01%
477
-1,128
838
$20K ﹤0.01%
344
-173
839
$20K ﹤0.01%
498
+55
840
$20K ﹤0.01%
259
+92
841
$20K ﹤0.01%
328
-36
842
$19K ﹤0.01%
849
-56
843
$19K ﹤0.01%
237
+15
844
$19K ﹤0.01%
693
+116
845
$19K ﹤0.01%
175
-41
846
$19K ﹤0.01%
699
-249
847
$19K ﹤0.01%
181
-60
848
$19K ﹤0.01%
194
-29
849
$19K ﹤0.01%
+201
850
$19K ﹤0.01%
283
+53
32 33
34
35 36