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
51
$676K 0.56%
2,649
52
$651K 0.54%
4,800
53
$648K 0.54%
12,872
+40
54
$646K 0.54%
6,449
55
$614K 0.51%
9,649
56
$610K 0.51%
6,822
57
$609K 0.51%
12,824
+6
58
$583K 0.49%
370
59
$564K 0.47%
9,576
60
$554K 0.46%
6,200
61
$537K 0.45%
731
62
$535K 0.45%
5,280
63
$521K 0.43%
350
64
$519K 0.43%
11,391
65
$487K 0.41%
7,185
66
$475K 0.4%
2,670
67
$466K 0.39%
4,800
68
$466K 0.39%
7,116
69
$455K 0.38%
3,978
70
$453K 0.38%
5,835
71
$449K 0.37%
17,328
-357
72
$447K 0.37%
1,062
73
$443K 0.37%
2,994
74
$438K 0.37%
18,275
75
$433K 0.36%
550
1 2
3
4 5