CSI
Cross Staff Investments Portfolio holdings
AUM
$135M
This Quarter Return
+2.93%
1 Year Return
+21.62%
3 Year Return
+90.21%
5 Year Return
–
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(+1%)
Cap. Flow
+$1.54M
Cap. Flow
% of AUM
1.28%
Top 10 Holdings %
Top 10 Hldgs %
37.44%
Holding
124
New
3
Increased
22
Reduced
10
Closed
4
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.65M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$350K |
| 3 |
HEICO
HEI
|
$224K |
| 4 |
TSMC
TSM
|
$212K |
| 5 |
Meta Platforms (Facebook)
META
|
$205K |
Top Sells
| 1 |
Veeva Systems
VEEV
|
$232K |
| 2 |
Enovis
ENOV
|
$229K |
| 3 |
Intel
INTC
|
$213K |
| 4 |
Broadridge
BR
|
$205K |
| 5 |
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% |
