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
$9.08M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.07M
3
+$1.46M
4
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$1.12M
5
XJUN icon
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
+$706K

Top Sells

No sells this quarter

Sector Composition

1 Financials 31.65%
2 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.66M 29.27%
+8,605
2
$2.07M 22.83%
+69,405
3
$1.46M 16.06%
+4,795
4
$1.12M 12.34%
+33,928
5
$706K 7.78%
+23,050
6
$693K 7.63%
+20,042
7
$216K 2.38%
+3,279
8
$153K 1.69%
+15,054
9
$2K 0.02%
+10,000