CI
| |
CSat Investment Advisory, L.P.13F | |
| CSat Investment Advisory, L.P. | |
| Last update 2021-05-14 | 520 Stocks (12 new) |
| Value $119.00 Mil | Turnover 19 % |
CSat Investment Advisory, L.P.... Top Holdings of 2021-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 47,965 | 5,859.0 | +18.76% | 4.920 | +0.78% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
LUV | Southwest Airlines Co | 61,529 | 3,757.0 | -3.75% | 3.150 | -0.10% | 0.010 | +42.59% | +11.73% | 21,159.1 | Transportation | |
GOOG | Alphabet Inc | 35,040 | 3,624.0 | +11.31% | 3.040 | +0.31% | 0.000 | +13.88% | -4.57% | 2,192,674.9 | Interactive Media | |
FDX | FedEx Corp | 11,774 | 3,344.0 | +27.60% | 2.810 | +0.61% | 0.000 | +14.35% | -15.09% | 56,559.7 | Transportation | |
SCHW | Charles Schwab Corp | 47,839 | 3,118.0 | -39.34% | 2.620 | -1.53% | 0.000 | +19.89% | +25.08% | 167,106.8 | Capital Markets | |
AMZN | Amazon.com Inc | 19,880 | 3,076.0 | -42.28% | 2.580 | -2.21% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
HLT | Hilton Worldwide Holdings Inc | 25,353 | 3,066.0 | -10.57% | 2.570 | -0.31% | 0.010 | +30.63% | +12.33% | 65,916.5 | Travel & Leisure | |
HSY | The Hershey Co | 18,310 | 2,896.0 | +13.99% | 2.430 | +0.30% | 0.010 | +0.30% | -1.05% | 33,381.0 | Consumer Packaged Goods | |
CVS | CVS Health Corp | 38,484 | 2,895.0 | +44,134.48% | 2.430 | +2.42% | 0.000 | -5.84% | +47.65% | 81,948.0 | Healthcare Plans | |
PEP | PepsiCo Inc | 19,086 | 2,700.0 | +15.04% | 2.270 | +0.30% | 0.000 | -5.32% | -9.28% | 185,452.2 | Beverages - Non-Alcoholic |
CSat Investment Advisory, L.P.'s Historical Top Holdings Breakdowns
CSat Investment Advisory, L.P. Total Holding History ($B)
CSat Investment Advisory, L.P.'s Asset Allocation
CSat Investment Advisory, L.P. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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CSat Investment Advisory, L.P.'s Hypothetical Growth since 2021-03-31
CSat Investment Advisory, L.P.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CSat Investment Advisory, L.P.'s Holdings Heat Map
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CSat Investment Advisory, L.P.'s Holdings Bubble Chart
CSat Investment Advisory, L.P. News
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