CF
Crosspoint Financial Portfolio holdings
AUM
$42.5M
1-Year Est. Return
17%
This Fund
S&P 500
1 Year Est. Return
+17%
AUM
$40.7M
AUM Growth
+$3.35M
(+9%)
Holding
38
Top Buys
| 1 | +$2.08M | |
| 2 | +$525K | |
| 3 | +$364K | |
| 4 |
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
|
+$254K |
| 5 |
Direxion Daily Small Cap Bull 3x Shares
TNA
|
+$245K |
Top Sells
| 1 | +$877K | |
| 2 | +$437K | |
| 3 | +$282K | |
| 4 |
iShares Gold Trust
IAU
|
+$118K |
| 5 |
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
|
+$98.4K |
Sector Composition
| 1 | Financials | 12.44% |
| 2 | Technology | 5.24% |
| 3 | Communication Services | 1.6% |
| 4 | Consumer Discretionary | 0.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
East-West Bancorp
EWBC
$16.9B
| $349K | 0.86% |
3,279
|
|
||
|
ZFEB
27
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$114M
| $328K | 0.81% |
13,127
|
|
||
28
FT Vest US Equity Moderate Buffer ETF August
GAUG
$304M
| $309K | 0.76% |
8,000
|
|
||
29
Amazon
AMZN
$2.25T
| $286K | 0.7% |
1,302
|
|
||
30
Microsoft
MSFT
$2.98T
| $277K | 0.68% |
534
+19
|
|
||
|
XAPR
31
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April
XAPR
$54M
| $269K | 0.66% |
7,500
|
|
||
|
32
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$103M
| $254K | 0.62% |
+6,100
|
|
||
|
33
Direxion Daily Small Cap Bull 3x Shares
TNA
$1.66B
| $245K | 0.6% |
+5,418
|
|
||
34
Apple
AAPL
$4.08T
| $232K | 0.57% |
+913
|
|
||
35
Microvast Holdings Warrants
MVSTW
$21.1M
| $1.78K | ﹤0.01% |
10,000
|
|
||
36
VanEck Oil Services ETF
OIH
$2.13B
| – | – |
-3,807
|
|
||
37
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$1.22B
| – | – |
-3,800
|
|
||
38
Lucid Motors
LCID
$3.52B
| – | – |
-1,400
|
|