CF

Crosspoint Financial Portfolio holdings

AUM $37.3M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.3M
AUM Growth
+$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$404K
2
+$307K
3
+$282K
4
XAPR
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April
XAPR
+$263K
5
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$66.2K

Top Sells

1
+$281K
2
+$106K
3
+$78.8K
4
MSFT icon
Microsoft
MSFT
+$55.2K
5
AMZN icon
Amazon
AMZN
+$52.2K

Sector Composition

1 Financials 13.22%
2 Technology 4.8%
3 Communication Services 1.91%
4 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
26
Palantir
PLTR
$426B
$307K 0.82%
+2,250
GAUG icon
27
FT Vest US Equity Moderate Buffer ETF August
GAUG
$316M
$296K 0.79%
8,000
AMZN icon
28
Amazon
AMZN
$2.3T
$286K 0.76%
1,302
-238
NUGT icon
29
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$1.16B
$282K 0.76%
+3,800
XAPR
30
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April
XAPR
$52M
$263K 0.7%
+7,500
MSFT icon
31
Microsoft
MSFT
$3.82T
$256K 0.69%
515
-111
LCID icon
32
Lucid Motors
LCID
$6.66B
$29.5K 0.08%
1,400
MVSTW icon
33
Microvast Holdings Warrants
MVSTW
$168M
$3.67K 0.01%
10,000
AAPL icon
34
Apple
AAPL
$3.7T
– –
-1,267
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