CSI

Cross Staff Investments Portfolio holdings

AUM $143M
1-Year Est. Return 20.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$2.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$905K
2 +$524K
3 +$523K
4
PLTR icon
Palantir
PLTR
+$409K
5
FICO icon
Fair Isaac
FICO
+$366K

Top Sells

1 +$9.26M
2 +$232K
3 +$213K
4
AMD icon
Advanced Micro Devices
AMD
+$210K
5
ROP icon
Roper Technologies
ROP
+$207K

Sector Composition

1 Financials 21.58%
2 Technology 19.19%
3 Consumer Discretionary 9.52%
4 Industrials 9.26%
5 Consumer Staples 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CSX icon
126
CSX Corp
CSX
$70.3B
$88.1K 0.07%
+2,700
RVYL icon
127
Ryvyl
RVYL
$7.05M
$21K 0.02%
705
-60
AREB icon
128
American Rebel
AREB
$236K
$17.7K 0.01%
+702
ROP icon
129
Roper Technologies
ROP
$39.6B
-352
SHYD icon
130
VanEck Short High Yield Muni ETF
SHYD
$404M
-8,710
VNOM icon
131
Viper Energy
VNOM
$7.13B
-4,713