CF

Crosspoint Financial Portfolio holdings

AUM $37.3M
This Quarter Return
+14.92%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$11.7M
AUM Growth
+$11.7M
Cap. Flow
+$429K
Cap. Flow %
3.67%
Top 10 Hldgs %
97.56%
Holding
14
New
3
Increased
1
Reduced
4
Closed
1
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.09T
$3.62M 30.94% 8,605
IHAK icon
2
iShares Cybersecurity and Tech ETF
IHAK
$937M
$2.04M 17.43% 43,522 +2,665 +7% +$125K
OIH icon
3
VanEck Oil Services ETF
OIH
$963M
$1.55M 13.24% 4,604 -85 -2% -$28.6K
SIXG
4
Defiance Connective Technologies ETF
SIXG
$621M
$1.4M 12% 35,930 -2,050 -5% -$80.1K
XJUN icon
5
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$145M
$835K 7.14% 23,050
IAU icon
6
iShares Gold Trust
IAU
$50.2B
$717K 6.13% 17,056
META icon
7
Meta Platforms (Facebook)
META
$1.86T
$469K 4.01% 965 -20 -2% -$9.71K
COIN icon
8
Coinbase
COIN
$78.2B
$306K 2.61% 1,153 -150 -12% -$39.8K
EWBC icon
9
East-West Bancorp
EWBC
$14.5B
$259K 2.22% 3,279
TNA icon
10
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.23B
$217K 1.85% +5,048 New +$217K
MSTR icon
11
Strategy Inc Common Stock Class A
MSTR
$94.8B
$213K 1.82% +125 New +$213K
FLG
12
Flagstar Financial, Inc.
FLG
$5.33B
$70.8K 0.61% +22,000 New +$70.8K
MVSTW icon
13
Microvast Holdings, Inc. Warrants
MVSTW
$54.3M
$1.07K 0.01% 10,000
ALLO icon
14
Allogene Therapeutics
ALLO
$251M
-12,000 Closed -$38.5K