We are live on ! Find out more
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
976
$13K ﹤0.01%
250
+11
977
$13K ﹤0.01%
86
+3
978
$13K ﹤0.01%
140
+6
979
$12K ﹤0.01%
+150
980
$12K ﹤0.01%
195
+61
981
$12K ﹤0.01%
137
+11
982
$12K ﹤0.01%
165
+36
983
$12K ﹤0.01%
12
+2
984
$12K ﹤0.01%
324
+14
985
$12K ﹤0.01%
69
-243
986
$12K ﹤0.01%
109
-51
987
$12K ﹤0.01%
+88
988
$12K ﹤0.01%
217
+23
989
$12K ﹤0.01%
217
-24
990
$12K ﹤0.01%
+268
991
$12K ﹤0.01%
+251
992
$12K ﹤0.01%
+242
993
$12K ﹤0.01%
483
-163
994
$12K ﹤0.01%
824
-267
995
$12K ﹤0.01%
+106
996
$12K ﹤0.01%
380
+24
997
$12K ﹤0.01%
183
+33
998
$12K ﹤0.01%
820
-44
999
$12K ﹤0.01%
+220
1000
$12K ﹤0.01%
544
-356
38 39
40
41 42