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
$135M
AUM Growth
+$2.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$7.75M
2
+$498K
3
+$467K
4
FICO icon
Fair Isaac
FICO
+$376K
5
PLTR icon
Palantir
PLTR
+$352K

Top Sells

1
+$7.62M
2
+$231K
3
+$213K
4
ROP icon
Roper Technologies
ROP
+$207K
5
SHYD icon
VanEck Short High Yield Muni ETF
SHYD
+$196K

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
126
$88.1K 0.07%
+2,700
127
$21K 0.02%
705
-60
128
$17.7K 0.01%
+35
129
– –
-4,713
130
– –
-8,710
131
– –
-352
2 3 4 5
6