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
$120M
AUM Growth
+$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$350K
2
+$224K
3
+$212K
4
META icon
Meta Platforms (Facebook)
META
+$205K
5
AMT icon
American Tower
AMT
+$165K

Top Sells

1
+$232K
2
+$229K
3
+$213K
4
BR icon
Broadridge
BR
+$205K
5
AMZN icon
Amazon
AMZN
+$150K

Sector Composition

1 Financials 18.61%
2 Technology 18.53%
3 Energy 8.74%
4 Industrials 8.64%
5 Consumer Discretionary 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.98%
10,266
+1
27
$1.16M 0.97%
2,320
28
$1.16M 0.97%
4,331
29
$1.16M 0.96%
7,020
30
$1.15M 0.96%
3,075
31
$1.1M 0.92%
5,438
+1
32
$1.1M 0.91%
5,643
+850
33
$1.07M 0.89%
12,000
34
$1M 0.83%
6,851
35
$987K 0.82%
5,704
36
$979K 0.82%
2,245
37
$943K 0.79%
238
38
$930K 0.78%
7,846
+1
39
$889K 0.74%
5,482
-272
40
$889K 0.74%
300
41
$869K 0.72%
6,560
42
$840K 0.7%
3,545
43
$839K 0.7%
6,775
+65
44
$804K 0.67%
5,139
45
$804K 0.67%
7,268
46
$770K 0.64%
35,000
47
$697K 0.58%
7,247
+196
48
$694K 0.58%
1,250
49
$684K 0.57%
3,202
50
$681K 0.57%
4,600
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