CF

Crosspoint Financial Portfolio holdings

AUM $42.5M
1-Year Est. Return 17.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.01%
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
+$270K
2
+$264K
3
+$264K
4
XAPR
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April
XAPR
+$254K
5
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$61.9K

Top Sells

1
+$281K
2
+$101K
3
+$75.7K
4
MSFT icon
Microsoft
MSFT
+$48.2K
5
AMZN icon
Amazon
AMZN
+$47.1K

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
26
$307K 0.82%
+2,250
27
$296K 0.79%
8,000
28
$286K 0.76%
1,302
-238
29
$282K 0.76%
+3,800
30
$263K 0.7%
+7,500
31
$256K 0.69%
515
-111
32
$29.5K 0.08%
1,400
33
$3.67K 0.01%
10,000
34
– –
-1,267
1
2