CSI
Cross Staff Investments Portfolio holdings
AUM
$143M
1-Year Est. Return
20.05%
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
$7.86M
| $13.4K | 0.01% |
702
|
|
||
127
Tompkins Financial
TMP
$916M
| – | – |
-3,190
|
|
||
|
128
Stryker
SYK
$136B
| – | – |
-508
|
|
||
129
Ryvyl
RVYL
$11.7M
| – | – |
-24,675
|
|
||
130
Fiserv
FI
$35.9B
| – | – |
-1,200
|
|
||
|
131
ESAB
ESAB
$7.09B
| – | – |
-1,666
|
|
||
132
CSX Corp
CSX
$67.1B
| – | – |
-2,700
|
|
||
133
CBIZ
CBZ
$2.99B
| – | – |
-3,000
|
|