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
$132M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$212K
3
+$207K
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$196K
5
ATLX icon
Atlas Lithium Corp
ATLX
+$121K

Top Sells

1
+$241K
2
+$227K
3
+$216K
4
CRK icon
Comstock Resources
CRK
+$122K
5
BX icon
Blackstone
BX
+$65K

Sector Composition

1 Financials 21.06%
2 Technology 16.9%
3 Energy 11.31%
4 Industrials 8.5%
5 Consumer Discretionary 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 1%
6,104
+97
27
$1.32M 0.99%
952
28
$1.27M 0.96%
5,178
-39
29
$1.21M 0.92%
6,609
-190
30
$1.19M 0.9%
2,320
31
$1.19M 0.9%
4,335
+1
32
$1.18M 0.89%
9,924
+1
33
$1.15M 0.87%
2,245
34
$1.14M 0.86%
300
35
$1.14M 0.86%
6,882
+22
36
$1.13M 0.85%
5,513
+1
37
$1.1M 0.83%
238
38
$1.08M 0.81%
6,972
-374
39
$1.06M 0.8%
7,080
40
$1.03M 0.78%
6,560
41
$989K 0.75%
747
+16
42
$900K 0.68%
5,378
+464
43
$892K 0.67%
3,596
44
$850K 0.64%
7,211
-38
45
$838K 0.63%
5,280
46
$827K 0.62%
6,781
47
$805K 0.61%
13,044
+5
48
$800K 0.6%
2,649
49
$798K 0.6%
+1
50
$752K 0.57%
6,798
+176
1
2
3 4 5