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
151
$43K 0.02%
1,489
+472
152
$42K 0.02%
1,084
+158
153
$41K 0.02%
812
+391
154
$40K 0.02%
1,209
+371
155
$39K 0.02%
364
+25
156
$38K 0.02%
2,994
+1,101
157
$38K 0.02%
1,471
+500
158
$38K 0.02%
2,447
+716
159
$38K 0.02%
747
+230
160
$38K 0.02%
831
+82
161
$37K 0.02%
628
+144
162
$36K 0.02%
1,553
+429
163
$35K 0.02%
628
+138
164
$35K 0.02%
1,283
+247
165
$35K 0.02%
985
-5
166
$34K 0.02%
1,854
+667
167
$34K 0.02%
218
+144
168
$33K 0.02%
480
+109
169
$33K 0.02%
764
+73
170
$32K 0.02%
806
+248
171
$31K 0.02%
5,217
+480
172
$31K 0.02%
569
-173
173
$30K 0.02%
1,504
+303
174
$30K 0.02%
688
+163
175
$30K 0.02%
221
+68
5 6
7
8 9