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
976
$13K ﹤0.01%
399
-84
977
$13K ﹤0.01%
+297
978
$13K ﹤0.01%
784
-2,025
979
$12K ﹤0.01%
+150
980
$12K ﹤0.01%
217
+23
981
$12K ﹤0.01%
217
-24
982
$12K ﹤0.01%
195
+61
983
$12K ﹤0.01%
137
+11
984
$12K ﹤0.01%
165
+36
985
$12K ﹤0.01%
12
+2
986
$12K ﹤0.01%
+268
987
$12K ﹤0.01%
+251
988
$12K ﹤0.01%
324
+14
989
$12K ﹤0.01%
481
-1,704
990
$12K ﹤0.01%
109
-51
991
$12K ﹤0.01%
+242
992
$12K ﹤0.01%
483
-163
993
$12K ﹤0.01%
824
-267
994
$12K ﹤0.01%
+106
995
$12K ﹤0.01%
380
+24
996
$12K ﹤0.01%
183
+33
997
$12K ﹤0.01%
820
-44
998
$12K ﹤0.01%
+220
999
$12K ﹤0.01%
544
-356
1000
$12K ﹤0.01%
+88
38 39
40
41 42