CF
Crosspoint Financial Portfolio holdings
AUM $34.5M
AUM
$34.5M
AUM Growth
–
Cap. Flow
+$34.5M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
78.48%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $12.5M | |
| 2 | $4.61M | |
| 3 | $2.39M | |
| 4 | $1.48M | |
| 5 | $1.23M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 14.19% |
| 2 | Technology | 4.01% |
| 3 | Communication Services | 1.61% |
| 4 | Consumer Discretionary | 0.95% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $281K | 0.81% | 1,267 | New | +$281K | |||
| $278K | 0.8% | 8,000 | New | +$278K | |||
| $235K | 0.68% | 626 | New | +$235K | |||
| $33.9K | 0.1% | 14,000 | New | +$33.9K | |||
| $1.86K | 0.01% | 10,000 | New | +$1.86K |
