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
$132M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$729K
2 +$203K
3 +$198K
4
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$197K
5
ATLX icon
Atlas Lithium Corp
ATLX
+$140K

Top Sells

1 +$241K
2 +$227K
3 +$216K
4
CRK icon
Comstock Resources
CRK
+$115K
5
BX icon
Blackstone
BX
+$75.5K

Sector Composition

1 Financials 21.06%
2 Technology 16.9%
3 Energy 11.31%
4 Industrials 8.5%
5 Consumer Discretionary 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2