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
$34.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
AAPL icon
26
Apple
AAPL
$3.68T
$281K 0.81%
+1,267
GAUG icon
27
FT Vest US Equity Moderate Buffer ETF August
GAUG
$316M
$278K 0.8%
+8,000
MSFT icon
28
Microsoft
MSFT
$3.82T
$235K 0.68%
+626
LCID icon
29
Lucid Motors
LCID
$6.67B
$33.9K 0.1%
+1,400
MVSTW icon
30
Microvast Holdings Warrants
MVSTW
$188M
$1.86K 0.01%
+10,000