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
951
$14K ﹤0.01%
258
-19
952
$14K ﹤0.01%
174
+50
953
$14K ﹤0.01%
206
+37
954
$14K ﹤0.01%
222
-3
955
$14K ﹤0.01%
720
+70
956
$14K ﹤0.01%
30
+5
957
$14K ﹤0.01%
368
-46
958
$14K ﹤0.01%
774
-364
959
$14K ﹤0.01%
345
-42
960
$14K ﹤0.01%
119
+1
961
$14K ﹤0.01%
+617
962
$14K ﹤0.01%
356
-6
963
$13K ﹤0.01%
169
-44
964
$13K ﹤0.01%
170
+4
965
$13K ﹤0.01%
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966
$13K ﹤0.01%
197
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967
$13K ﹤0.01%
365
-148
968
$13K ﹤0.01%
449
+13
969
$13K ﹤0.01%
433
+102
970
$13K ﹤0.01%
250
+11
971
$13K ﹤0.01%
86
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972
$13K ﹤0.01%
140
+6
973
$13K ﹤0.01%
+188
974
$13K ﹤0.01%
+146
975
$13K ﹤0.01%
243
+74
37 38
39
40 41