CF
Crosspoint Financial Portfolio holdings
AUM
$37.3M
This Quarter Return
+2.11%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$24.5M
AUM Growth
+$24.5M
(+109%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
52.94%
Top 10 Holdings %
Top 10 Hldgs %
92.98%
Holding
21
New
8
Increased
2
Reduced
2
Closed
3
Top Buys
| 1 |
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
|
$11.6M |
| 2 |
Innovator Equity Defined Protection ETF 2 Yr to April 2026
AAPR
|
$477K |
| 3 |
NVIDIA
NVDA
|
$463K |
| 4 |
Microsoft
MSFT
|
$366K |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
$327K |
Top Sells
Sector Composition
| 1 | Financials | 16.61% |
| 2 | Technology | 4.56% |
| 3 | Communication Services | 1.99% |
| 4 | Consumer Discretionary | 1.29% |
