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
$101M
AUM Growth
+$5.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$647K
3
+$232K
4
V icon
Visa
V
+$177K
5
NVDA icon
NVIDIA
NVDA
+$72.5K

Top Sells

1
+$348K
2
+$237K
3
+$208K
4
ALL icon
Allstate
ALL
+$203K
5
AAPL icon
Apple
AAPL
+$194K

Sector Composition

1 Technology 17.27%
2 Financials 16.56%
3 Energy 11.38%
4 Consumer Staples 8.92%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$611K 0.61%
3,199
+1
52
$607K 0.6%
27,210
53
$603K 0.6%
9,715
54
$564K 0.56%
5,754
+650
55
$534K 0.53%
11,970
56
$527K 0.52%
12,927
57
$526K 0.52%
5,406
+1
58
$523K 0.52%
13,459
+14
59
$523K 0.52%
6,800
60
$514K 0.51%
2,649
61
$504K 0.5%
7,231
62
$497K 0.49%
10,000
63
$493K 0.49%
7,120
-45
64
$478K 0.47%
17,210
+2,610
65
$475K 0.47%
19,775
+1,260
66
$473K 0.47%
370
67
$455K 0.45%
6,535
68
$450K 0.45%
3,050
69
$449K 0.44%
976
70
$435K 0.43%
1,430
71
$434K 0.43%
17,784
+390
72
$428K 0.42%
4,874
+1
73
$425K 0.42%
9,576
74
$423K 0.42%
5,600
75
$417K 0.41%
8,249
-384
1 2
3
4 5