CF

Crosspoint Financial Portfolio holdings

AUM $34.5M
This Quarter Return
+1.52%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$34.5M
AUM Growth
Cap. Flow
+$34.5M
Cap. Flow %
100%
Top 10 Hldgs %
78.48%
Holding
30
New
30
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1Financials14.19%
2Technology4.01%
3Communication Services1.61%
4Consumer Discretionary0.95%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$12.5M36.18%
+358,019
New
+$12.5M
$4.61M13.34%
+8,649
New
+$4.61M
$2.39M6.93%
+50,937
New
+$2.39M
$1.48M4.29%
+49,808
New
+$1.48M
$1.23M3.55%
+40,613
New
+$1.23M
$1.05M3.04%
+17,806
New
+$1.05M
$1.03M2.97%
+3,911
New
+$1.03M
$1.01M2.92%
+31,141
New
+$1.01M
$931K2.69%
+21,895
New
+$931K
$888K2.57%
+34,413
New
+$888K
$753K2.18%
+22,250
New
+$753K
$628K1.82%
+7,202
New
+$628K
$556K1.61%
+965
New
+$556K
$494K1.43%
+18,875
New
+$494K
$491K1.42%
+17,400
New
+$491K
$478K1.38%
+19,172
New
+$478K
$463K1.34%
+1,606
New
+$463K
$432K1.25%
+14,467
New
+$432K
$407K1.18%
+3,757
New
+$407K
$368K1.06%
+8,660
New
+$368K
$344K1%
+16,416
New
+$344K
$311K0.9%
+13,127
New
+$311K
$294K0.85%
+3,279
New
+$294K
$293K0.85%
+1,540
New
+$293K
$290K0.84%
+5,000
New
+$290K