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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
851
$12K ﹤0.01%
646
+132
852
$12K ﹤0.01%
167
+33
853
$12K ﹤0.01%
437
+68
854
$12K ﹤0.01%
414
+74
855
$12K ﹤0.01%
489
+86
856
$12K ﹤0.01%
355
+66
857
$12K ﹤0.01%
2,453
-244
858
$12K ﹤0.01%
948
+177
859
$12K ﹤0.01%
229
+44
860
$12K ﹤0.01%
83
+17
861
$12K ﹤0.01%
133
+17
862
$12K ﹤0.01%
1,091
+177
863
$12K ﹤0.01%
628
+120
864
$12K ﹤0.01%
1,703
+303
865
$12K ﹤0.01%
169
+29
866
$12K ﹤0.01%
650
+114
867
$12K ﹤0.01%
339
+58
868
$12K ﹤0.01%
415
+74
869
$12K ﹤0.01%
362
+68
870
$12K ﹤0.01%
430
+75
871
$12K ﹤0.01%
126
+25
872
$12K ﹤0.01%
2,759
+476
873
$12K ﹤0.01%
3,057
+1,961
874
$12K ﹤0.01%
194
+30
875
$12K ﹤0.01%
213
+33
33 34
35
36 37