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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
951
$14K ﹤0.01%
720
+70
952
$14K ﹤0.01%
30
+5
953
$14K ﹤0.01%
368
-46
954
$14K ﹤0.01%
119
+1
955
$14K ﹤0.01%
+617
956
$14K ﹤0.01%
356
-6
957
$14K ﹤0.01%
213
+14
958
$14K ﹤0.01%
1,036
+88
959
$14K ﹤0.01%
+150
960
$14K ﹤0.01%
173
+1
961
$14K ﹤0.01%
774
-364
962
$14K ﹤0.01%
345
-42
963
$13K ﹤0.01%
+188
964
$13K ﹤0.01%
+146
965
$13K ﹤0.01%
243
+74
966
$13K ﹤0.01%
399
-84
967
$13K ﹤0.01%
+297
968
$13K ﹤0.01%
784
-2,025
969
$13K ﹤0.01%
169
-44
970
$13K ﹤0.01%
170
+4
971
$13K ﹤0.01%
+289
972
$13K ﹤0.01%
197
+45
973
$13K ﹤0.01%
365
-148
974
$13K ﹤0.01%
449
+13
975
$13K ﹤0.01%
433
+102
37 38
39
40 41