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
51
$602K 0.54%
+1,450
52
$596K 0.53%
+937
53
$588K 0.53%
+6,892
54
$586K 0.52%
+17,993
55
$584K 0.52%
+2,300
56
$580K 0.52%
+2,100
57
$575K 0.51%
+9,715
58
$568K 0.51%
+1,000
59
$567K 0.51%
+11,970
60
$563K 0.5%
+4,799
61
$548K 0.49%
+2,271
62
$543K 0.49%
+7,085
63
$517K 0.46%
+19,176
64
$513K 0.46%
+5,400
65
$512K 0.46%
+2,649
66
$506K 0.45%
+10,100
67
$503K 0.45%
+240
68
$495K 0.44%
+9,576
69
$494K 0.44%
+1,004
70
$489K 0.44%
+1,200
71
$487K 0.44%
+7,346
72
$481K 0.43%
+390
73
$468K 0.42%
+10,000
74
$468K 0.42%
+1,750
75
$466K 0.42%
+5,900
1 2
3
4 5