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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$5.55M
3
+$4.71M
4
AMZN icon
Amazon
AMZN
+$4.69M
5
MSFT icon
Microsoft
MSFT
+$3.22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.84%
2 Financials 17.66%
3 Consumer Discretionary 9.09%
4 Consumer Staples 8.25%
5 Industrials 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.71M 8.69%
+54,702
2
$5.55M 4.97%
+42,902
3
$4.71M 4.21%
+15,744
4
$4.69M 4.2%
+28,140
5
$3.22M 2.88%
+9,580
6
$3.11M 2.78%
+384,003
7
$2.41M 2.16%
+5,806
8
$2.38M 2.13%
+16,460
9
$2.04M 1.83%
+7,012
10
$1.85M 1.65%
+12,760
11
$1.83M 1.64%
+24,632
12
$1.83M 1.64%
+24,084
13
$1.78M 1.59%
+7,094
14
$1.65M 1.48%
+87,162
15
$1.59M 1.43%
+84,630
16
$1.49M 1.33%
+10,323
17
$1.48M 1.32%
+7,163
18
$1.46M 1.31%
+6,754
19
$1.4M 1.25%
+2,465
20
$1.39M 1.24%
+8,504
21
$1.34M 1.2%
+7,834
22
$1.28M 1.15%
+3,576
23
$1.22M 1.09%
+8,931
24
$1.2M 1.08%
+6,920
25
$1.15M 1.03%
+39,100
1
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