CSI

Cross Staff Investments Portfolio holdings

AUM $143M
1-Year Est. Return 20.05%
This Quarter Est. Return
1 Year Est. Return
+20.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
-$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$4.8M
2 +$2.76M
3 +$494K
4
AMT icon
American Tower
AMT
+$326K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$269K

Top Sells

1 +$466K
2 +$392K
3 +$270K
4
TSM icon
TSMC
TSM
+$247K
5
ECL icon
Ecolab
ECL
+$241K

Sector Composition

1 Technology 21.08%
2 Financials 18.84%
3 Energy 9.36%
4 Consumer Discretionary 8.64%
5 Consumer Staples 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-554
127
-5,900