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
$9.83M
AUM Growth
+$543K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$64.9K
2
+$24.7K
3
+$36

Top Sells

1
+$26.6K

Sector Composition

1 Financials 29.85%
2 Communication Services 3.17%
3 Healthcare 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.93M 29.85%
8,605
2
$2.31M 23.49%
68,581
-840
3
$1.32M 13.43%
4,589
4
$1.29M 13.1%
34,035
+1
5
$771K 7.84%
23,050
6
$729K 7.42%
20,042
7
$311K 3.17%
1,085
+100
8
$105K 1.07%
12,054
9
$59.6K 0.61%
+12,000
10
$2.05K 0.02%
10,000