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
$176M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.2M
3
+$1.09M
4
FDX icon
FedEx
FDX
+$1.07M
5
BBBY
Bed Bath & Beyond
BBBY
+$1.05M

Top Sells

1
+$8.39M
2
+$4.85M
3
+$2.02M
4
INFY icon
Infosys
INFY
+$1.74M
5
WIT icon
Wipro
WIT
+$1.44M

Sector Composition

1 Technology 37.56%
2 Financials 16.2%
3 Consumer Discretionary 15.38%
4 Communication Services 12.35%
5 Industrials 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$121K 0.07%
1,434
-55
127
$120K 0.07%
2,114
-3,814
128
$118K 0.07%
1,390
+92
129
$117K 0.07%
1,880
-160
130
$117K 0.07%
1,742
+24
131
$117K 0.07%
1,783
-144
132
$117K 0.07%
701
+38
133
$117K 0.07%
771
+729
134
$116K 0.07%
2,103
+182
135
$115K 0.07%
553
-18
136
$114K 0.06%
825
-57
137
$112K 0.06%
2,414
+267
138
$112K 0.06%
3,588
-303
139
$109K 0.06%
3,690
+41
140
$109K 0.06%
2,533
-126
141
$82K 0.05%
1,977
+855
142
$75K 0.04%
1,289
+329
143
$61K 0.03%
1,443
-1,981
144
$61K 0.03%
615
-730
145
$61K 0.03%
1,858
-2,526
146
$60K 0.03%
749
-1,047
147
$57K 0.03%
750
-1,127
148
$55K 0.03%
436
+187
149
$55K 0.03%
957
-1,329
150
$48K 0.03%
1,078
+252
4 5
6
7 8