CSI
Cross Staff Investments Portfolio holdings
AUM
$182M
1-Year Est. Return
16.17%
This Fund
S&P 500
1 Year Est. Return
+16.17%
AUM
$182M
AUM Growth
+$38.3M
(+27%)
Holding
134
Top Buys
| 1 | +$18.8M | |
| 2 | +$313K | |
| 3 | +$226K | |
| 4 |
St. Joe Company
JOE
|
+$218K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$218K |
Top Sells
| 1 | +$252K | |
| 2 | +$144K | |
| 3 | +$121K | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$93.1K |
| 5 |
Amazon
AMZN
|
+$70K |
Sector Composition
| 1 | Financials | 16.34% |
| 2 | Technology | 15.95% |
| 3 | Consumer Staples | 12.89% |
| 4 | Industrials | 8.38% |
| 5 | Consumer Discretionary | 7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Adobe
ADBE
$100B
| $210K | 0.12% |
600
|
|
||
127
General Mills
GIS
$20B
| $209K | 0.12% |
4,500
|
|
||
128
Tompkins Financial
TMP
$1.05B
| $206K | 0.11% |
+2,840
|
|
||
129
Amgen
AMGN
$188B
| $205K | 0.11% |
+626
|
|
||
130
Nexstar Media Group
NXST
$6.71B
| $203K | 0.11% |
+1,000
|
|
||
131
Liberty Media Series A
FWONA
$18.9B
| $109K | 0.06% |
+1,225
|
|
||
|
VG
132
Venture Global Inc
VG
$36.1B
| $68.2K | 0.04% |
10,000
|
|
||
133
Netflix
NFLX
$384B
| – | – |
-2,100
|
|
||
134
American Rebel
AREB
$1.49M
| – | – |
-35
|
|