CSI
Cross Staff Investments Portfolio holdings
AUM
$143M
1-Year Est. Return
20.05%
This Fund
S&P 500
1 Year Est. Return
+20.05%
AUM
$143M
AUM Growth
+$8.63M
(+6.4%)
Holding
133
Top Buys
| 1 | +$350K | |
| 2 | +$252K | |
| 3 | +$230K | |
| 4 |
FlexShares US Quality Large Cap Index Fund
QLC
|
+$203K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$194K |
Top Sells
| 1 | +$10.9M | |
| 2 | +$215K | |
| 3 | +$207K | |
| 4 |
Stryker
SYK
|
+$201K |
| 5 |
ESAB
ESAB
|
+$201K |
Sector Composition
| 1 | Financials | 21.11% |
| 2 | Technology | 19.96% |
| 3 | Consumer Discretionary | 9.25% |
| 4 | Industrials | 8.99% |
| 5 | Consumer Staples | 6.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
American Rebel
AREB
$236K
| $13.4K | 0.01% |
702
|
|
||
|
FISV
127
Fiserv Inc
FISV
$34.3B
| – | – |
-1,200
|
|
||
128
Ryvyl
RVYL
$7.05M
| – | – |
-705
|
|
||
|
129
Stryker
SYK
$141B
| – | – |
-508
|
|
||
130
Tompkins Financial
TMP
$1.16B
| – | – |
-3,190
|
|
||
131
CBIZ
CBZ
$2.14B
| – | – |
-3,000
|
|
||
132
CSX Corp
CSX
$70.3B
| – | – |
-2,700
|
|
||
|
133
ESAB
ESAB
$7.35B
| – | – |
-1,666
|
|