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
201
$23K 0.01%
747
+289
202
$23K 0.01%
291
+12
203
$23K 0.01%
323
+29
204
$23K 0.01%
242
+34
205
$23K 0.01%
849
+321
206
$22K 0.01%
417
+134
207
$22K 0.01%
587
+191
208
$22K 0.01%
984
+294
209
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254
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210
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1,301
-346
211
$22K 0.01%
152
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212
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292
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214
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419
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164
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216
$21K 0.01%
512
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217
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652
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218
$21K 0.01%
564
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222
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576
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223
$20K 0.01%
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224
$20K 0.01%
471
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225
$20K 0.01%
355
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