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Matthew Zienty

@Cardinal Point Capital Management Ulc

Latest period2024 - Q4ReportedManaged Assets$629.864MTotal holdings84
Assets growth rate4.99%Assets growth rate (2-Q avg)4.69%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Cardinal Point Capital Management Ulc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Cardinal Point Capital Management Ulc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 629.864M in assets, with a quarterly growth rate of 4.99% and a 2-quarter average growth rate of 4.69%. The portfolio is managed by Matthew Zienty, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IRMIron Mtn Inc Del
Recent Activity
New Position
0.18%
$1.079M
10,200 shares@ $105.83 avg price
NFLXNetflix Inc
Recent Activity
New Position
0.07%
$401,985
451 shares@ $891.32 avg price
XLVSelect Sector Spdr Tr
Recent Activity
New Position
0.07%
$379,005
2,755 shares@ $137.57 avg price
XLESelect Sector Spdr Tr
Recent Activity
New Position
0.06%
$375,713
4,386 shares@ $85.67 avg price
FIFiserv Inc
Recent Activity
New Position
0.05%
$257,802
1,255 shares@ $205.42 avg price
POCTInnovator Etfs Trust
Recent Activity
New Position
0.04%
$249,268
6,300 shares@ $39.57 avg price
DXCMDexcom Inc
Recent Activity
New Position
0.04%
$248,864
3,200 shares@ $77.77 avg price
LUVSouthwest Airls Co
Recent Activity
New Position
0.04%
$243,360
7,200 shares@ $33.8 avg price
LULULululemon Athletica Inc
Recent Activity
New Position
0.04%
$229,446
600 shares@ $382.41 avg price
PMAYInnovator Etfs Trust
Recent Activity
New Position
0.04%
$201,081
5,600 shares@ $35.91 avg price