CSI

Cross Staff Investments Portfolio holdings

AUM $182M
1-Year Est. Return 16.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$334K
3
+$221K
4
DJCO icon
Daily Journal
DJCO
+$214K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$196K

Top Sells

1
+$340K
2
+$312K
3
+$252K
4
EMN icon
Eastman Chemical
EMN
+$241K
5
PAYC icon
Paycom
PAYC
+$238K

Sector Composition

1 Financials 18.84%
2 Technology 17.24%
3 Energy 16.13%
4 Consumer Discretionary 8.09%
5 Industrials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,430
127
– –
-3,900
128
– –
-7,070
129
– –
-2,152
130
– –
-626
2 3 4 5
6