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
$9.46M
AUM Growth
-$368K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$145K
2
+$34.5K

Top Sells

1
+$508K
2
+$105K
3
+$92.7K

Sector Composition

1 Financials 31.86%
2 Communication Services 3.44%
3 Healthcare 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.01M 31.86%
8,605
2
$1.64M 17.29%
52,327
-16,254
3
$1.62M 17.1%
4,689
+100
4
$1.46M 15.38%
37,790
+3,755
5
$764K 8.07%
23,050
6
$609K 6.43%
17,392
-2,650
7
$326K 3.44%
1,085
8
$38K 0.4%
12,000
9
$1.95K 0.02%
10,000
10
– –
-12,054