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
176
$30K 0.02%
1,729
+381
177
$29K 0.02%
309
+62
178
$28K 0.02%
628
-2,504
179
$28K 0.02%
710
+206
180
$27K 0.02%
468
-17
181
$27K 0.02%
1,610
+95
182
$27K 0.02%
1,095
+475
183
$26K 0.01%
1,822
+221
184
$26K 0.01%
189
+72
185
$26K 0.01%
359
+114
186
$26K 0.01%
578
+173
187
$26K 0.01%
372
-34
188
$25K 0.01%
277
+1
189
$25K 0.01%
110
+31
190
$25K 0.01%
388
-2
191
$25K 0.01%
1,830
+825
192
$25K 0.01%
1,297
+432
193
$24K 0.01%
1,042
+204
194
$24K 0.01%
790
+156
195
$24K 0.01%
202
-2,906
196
$24K 0.01%
624
+213
197
$24K 0.01%
390
-25
198
$24K 0.01%
699
+71
199
$23K 0.01%
162
+25
200
$23K 0.01%
212
+44
6 7
8
9 10