CSI
Cross Staff Investments Portfolio holdings
AUM
$135M
This Quarter Return
-13.59%
1 Year Return
+21.62%
3 Year Return
+90.21%
5 Year Return
–
10 Year Return
–
AUM
$90.7M
AUM Growth
+$90.7M
(-16%)
Cap. Flow
-$11.7M
Cap. Flow
% of AUM
-12.87%
Top 10 Holdings %
Top 10 Hldgs %
35.95%
Holding
121
New
1
Increased
27
Reduced
12
Closed
13
Top Buys
| 1 |
Amazon
AMZN
|
$2.96M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$404K |
| 3 |
Dimensional US Marketwide Value ETF
DFUV
|
$328K |
| 4 |
Devon Energy
DVN
|
$113K |
| 5 |
Ryvyl
RVYL
|
$110K |
Top Sells
| 1 |
Apple
AAPL
|
$7.66M |
| 2 |
Blackstone
BX
|
$3.98M |
| 3 |
NVIDIA
NVDA
|
$1.09M |
| 4 |
Alibaba
BABA
|
$384K |
| 5 |
Intel
INTC
|
$295K |
Sector Composition
| 1 | Technology | 17.74% |
| 2 | Financials | 17.4% |
| 3 | Energy | 10.54% |
| 4 | Consumer Staples | 9.14% |
| 5 | Consumer Discretionary | 7.7% |
