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
$9.29M
AUM Growth
+$205K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$3.85K
3
+$525

Top Sells

1
+$216K
2
+$57.1K
3
+$35.5K

Sector Composition

1 Financials 28.61%
2 Communication Services 2.25%
3 Healthcare 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.66M 28.61%
8,605
2
$2.28M 24.51%
69,421
+16
3
$1.27M 13.7%
4,589
-206
4
$1.24M 13.32%
34,034
+106
5
$749K 8.07%
20,042
6
$741K 7.98%
23,050
7
$209K 2.25%
+985
8
$143K 1.54%
12,054
-3,000
9
$1.91K 0.02%
10,000
10
– –
-3,279