CSI

Cross Staff Investments Portfolio holdings

AUM $197M
1-Year Est. Return 14.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$1.55M
2 +$209K
3 +$207K
4
AMGN icon
Amgen
AMGN
+$205K
5
ENB icon
Enbridge
ENB
+$203K

Top Sells

1 +$840K
2 +$665K
3 +$262K
4
PANW icon
Palo Alto Networks
PANW
+$254K
5
AMZN icon
Amazon
AMZN
+$132K

Sector Composition

1 Financials 19.14%
2 Technology 18.47%
3 Industrials 8.99%
4 Consumer Discretionary 8.56%
5 Consumer Staples 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$117K 0.09%
155,000
127
$41K 0.03%
888
-94
128
-1,500