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
$130M
AUM Growth
+$9.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$445K
3 +$224K
4
FI icon
Fiserv
FI
+$216K
5
BR icon
Broadridge
BR
+$215K

Top Sells

1 +$912K
2 +$733K
3 +$289K
4
PANW icon
Palo Alto Networks
PANW
+$254K
5
AMZN icon
Amazon
AMZN
+$135K

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%
31,075
-3,296
128
-1,500