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
$144M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$418K
3 +$227K
4
TMP icon
Tompkins Financial
TMP
+$216K
5
IBKR icon
Interactive Brokers
IBKR
+$203K

Top Sells

1 +$477K
2 +$340K
3 +$312K
4
ROP icon
Roper Technologies
ROP
+$252K
5
EMN icon
Eastman Chemical
EMN
+$241K

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