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
51
$742K 0.56%
7,266
52
$691K 0.52%
9,649
53
$689K 0.52%
6,200
54
$682K 0.52%
370
55
$678K 0.51%
3,202
56
$678K 0.51%
2,670
57
$673K 0.51%
360
-10
58
$664K 0.5%
7,398
59
$649K 0.49%
30,000
60
$648K 0.49%
10,791
-179
61
$631K 0.48%
7,185
62
$599K 0.45%
4,078
63
$584K 0.44%
11,478
+22
64
$579K 0.44%
9,576
65
$573K 0.43%
4,800
66
$573K 0.43%
6,000
67
$549K 0.41%
19,624
68
$541K 0.41%
1,162
69
$538K 0.41%
3,000
70
$537K 0.41%
5,835
71
$522K 0.39%
12,600
72
$507K 0.38%
2,966
-55
73
$488K 0.37%
4,676
74
$476K 0.36%
4,632
75
$464K 0.35%
936
1 2
3
4 5