Crosspoint Capital Strategies’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Crosspoint Capital Strategies’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-35	Closed	-$1K	–	158
2015 Q4	$1K	Buy	+35	New	+$1.21K	﹤0.01%	947

Other funds holding AOM

Tiedemann Trust Wilmington, Delaware $542M AUM 1.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Madden Advisory Services Jacksonville, Florida $254M AUM 15.17% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return