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
$29.1M
AUM Growth
+$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$291K
2 +$70.9K
3 +$40.7K
4
OIH icon
VanEck Oil Services ETF
OIH
+$20.1K
5
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$14.6K

Sector Composition

1 Financials 15.24%
2 Technology 4.59%
3 Communication Services 1.9%
4 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-7,341