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
76
$466K 0.42%
+1,006
77
$462K 0.41%
+6,734
78
$454K 0.41%
+2,905
79
$448K 0.4%
+6,535
80
$446K 0.4%
+7,145
81
$435K 0.39%
+3,000
82
$431K 0.39%
+3,625
83
$419K 0.37%
+2,707
84
$410K 0.37%
+4,800
85
$407K 0.36%
+3,400
86
$406K 0.36%
+855
87
$406K 0.36%
+1,600
88
$404K 0.36%
+5,646
89
$403K 0.36%
+21,691
90
$392K 0.35%
+610
91
$390K 0.35%
+6,500
92
$370K 0.33%
+5,600
93
$365K 0.33%
+5,200
94
$362K 0.32%
+6,200
95
$361K 0.32%
+7,476
96
$339K 0.3%
+1,000
97
$333K 0.3%
+13,016
98
$327K 0.29%
+6,560
99
$325K 0.29%
+500
100
$324K 0.29%
+2,683
1 2 3
4
5