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
876
$17K ﹤0.01%
148
-208
877
$17K ﹤0.01%
182
-59
878
$17K ﹤0.01%
333
+39
879
$17K ﹤0.01%
+1,090
880
$17K ﹤0.01%
321
-224
881
$17K ﹤0.01%
98
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882
$17K ﹤0.01%
+1,183
883
$17K ﹤0.01%
+341
884
$17K ﹤0.01%
436
-1
885
$17K ﹤0.01%
131
+31
886
$17K ﹤0.01%
118
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887
$17K ﹤0.01%
627
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$17K ﹤0.01%
306
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889
$17K ﹤0.01%
375
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890
$17K ﹤0.01%
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$17K ﹤0.01%
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$17K ﹤0.01%
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895
$17K ﹤0.01%
1,005
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896
$17K ﹤0.01%
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$16K ﹤0.01%
992
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898
$16K ﹤0.01%
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899
$16K ﹤0.01%
498
-480
900
$16K ﹤0.01%
131
+26
34 35
36
37 38