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
101
$323K 0.29%
+900
102
$307K 0.27%
+5,954
103
$307K 0.27%
+1,341
104
$303K 0.27%
+4,500
105
$294K 0.26%
+13,369
106
$292K 0.26%
+5,850
107
$287K 0.26%
+3,978
108
$282K 0.25%
+6,000
109
$279K 0.25%
+669
110
$272K 0.24%
+1,274
111
$270K 0.24%
+8,001
112
$269K 0.24%
+500
113
$267K 0.24%
+3,190
114
$264K 0.24%
+6,000
115
$256K 0.23%
+1,932
116
$255K 0.23%
+1,000
117
$247K 0.22%
+6,315
118
$247K 0.22%
+4,000
119
$247K 0.22%
+2,050
120
$241K 0.22%
+5,643
121
$241K 0.22%
+1,000
122
$230K 0.21%
+2,905
123
$228K 0.2%
+765
124
$211K 0.19%
+3,570
125
$201K 0.18%
+554
1 2 3 4
5