CSI

Cross Staff Investments Portfolio holdings

AUM $143M
1-Year Est. Return 20.05%
This Quarter Est. Return
1 Year Est. Return
+20.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$5.55M
3
+$4.71M
4
AMZN icon
Amazon
AMZN
+$4.69M
5
MSFT icon
Microsoft
MSFT
+$3.22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.84%
2 Financials 17.66%
3 Consumer Discretionary 9.09%
4 Consumer Staples 8.25%
5 Industrials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.95%
+4,600
27
$1.05M 0.94%
+3,075
28
$1.05M 0.94%
+20,202
29
$989K 0.88%
+3,380
30
$930K 0.83%
+5,873
31
$911K 0.81%
+6,560
32
$875K 0.78%
+3,545
33
$854K 0.76%
+2,206
34
$843K 0.75%
+12,000
35
$825K 0.74%
+13,012
36
$763K 0.68%
+12,925
37
$757K 0.68%
+7,707
38
$755K 0.68%
+5,648
39
$747K 0.67%
+7,123
40
$745K 0.67%
+25,150
41
$730K 0.65%
+1,672
42
$727K 0.65%
+7,170
43
$723K 0.65%
+4,867
44
$701K 0.63%
+6,874
45
$687K 0.61%
+16,346
46
$685K 0.61%
+3,000
47
$684K 0.61%
+27,210
48
$666K 0.6%
+3,192
49
$626K 0.56%
+10,235
50
$607K 0.54%
+253
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