CSI
Cross Staff Investments Portfolio holdings
AUM
$197M
1-Year Est. Return
14.68%
This Fund
S&P 500
1 Year Est. Return
+14.68%
AUM
$197M
AUM Growth
+$15.9M
(+8.7%)
Holding
137
Top Buys
| 1 | +$289K | |
| 2 | +$266K | |
| 3 | +$239K | |
| 4 |
Viper Energy
VNOM
|
+$205K |
| 5 |
Corning
GLW
|
+$180K |
Top Sells
| 1 | +$403K | |
| 2 | +$228K | |
| 3 | +$227K | |
| 4 |
IonQ
IONQ
|
+$224K |
| 5 |
Veeva Systems
VEEV
|
+$223K |
Sector Composition
| 1 | Technology | 25.25% |
| 2 | Financials | 13.34% |
| 3 | Consumer Staples | 13.24% |
| 4 | Industrials | 7.28% |
| 5 | Consumer Discretionary | 5.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
BP
BP
$120B
| $203K | 0.1% |
+4,321
|
|
||
|
127
Corning
GLW
$136B
| $203K | 0.1% |
+1,492
|
|
||
|
VG
128
Venture Global Inc
VG
$31.6B
| $158K | 0.08% |
10,000
|
|
||
|
129
Veeva Systems
VEEV
$28B
| – | – |
-1,000
|
|
||
130
Tyler Technologies
TYL
$14.1B
| – | – |
-500
|
|
||
131
Nexstar Media Group
NXST
$6.14B
| – | – |
-1,000
|
|
||
132
Mercado Libre
MELI
$93.8B
| – | – |
-200
|
|
||
|
133
IonQ
IONQ
$16.9B
| – | – |
-5,000
|
|
||
134
General Mills
GIS
$18.5B
| – | – |
-4,500
|
|
||
135
Liberty Media Series A
FWONA
$20.4B
| – | – |
-1,225
|
|
||
136
Broadridge
BR
$18B
| – | – |
-1,000
|
|
||
137
Adobe
ADBE
$101B
| – | – |
-600
|
|