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Hedge Fund - CSat Investment Advisory

Claes Fornell Bio, Returns, AUM, Net Worth

CSat Investment Advisory was founded by Claes Fornell and according to the firm itself, its goal is "to maximize returns at low risk by applying proprietary data and analytical technology." Claes Fornell is most famously known for creating the American Customer Satisfaction Index, and his extensive work in quantitative finance is truly top notch.

Fund Profile

Filing Period:

Fund Name:	CSat Investment Advisory
Manager	Claes Fornell
Portfolio Value	$119,080,000
Change This QTR	+1.11%

Top 13F Holdings

Filing Period:

Last updated on May 13, 2021, 5:16pm based on SEC 13F filings Last update: May 13, 2021, 5:16pm

No.	Security	Ticker	Shares	Value	Activity	% Port
1.	Apple Inc.	AAPL	47,965	$5,859,000	+19%	4.92%
2.	Southwest Airlines Co	LUV	61,529	$3,757,000	-4%	3.15%
3.	Alphabet Inc.	GOOG	35,040	$3,624,000	+12%	3.04%
4.	Fedex Corp	FDX	11,774	$3,344,000	+28%	2.8%
5.	Schwab Charles Corp	SCHW	47,839	$3,118,000	-40%	2.61%

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