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
1151
– –
-172
1152
– –
-309
1153
– –
-155
1154
– –
-135
1155
– –
-449
1156
– –
-747
1157
– –
-2,317
1158
– –
-2,656
1159
– –
-488
1160
– –
-504
1161
– –
-1,741
1162
– –
-892
1163
– –
-151
1164
– –
-3
1165
– –
-643
1166
– –
-17
1167
– –
-517,484
1168
– –
-387
1169
– –
-89,822
1170
– –
-147
1171
– –
-255
1172
– –
-282
1173
– –
-397
1174
– –
-232
1175
– –
-1,490
44 45 46
47
48