XF

XML Financial Portfolio holdings

AUM $1.23B
1-Year Est. Return 19.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$410M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$3.4M
2 +$1.43M
3 +$694K
4
ARKK icon
ARK Innovation ETF
ARKK
+$676K
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$625K

Top Sells

1 +$2.7M
2 +$1.84M
3 +$1.27M
4
AAPL icon
Apple
AAPL
+$470K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$388K

Sector Composition

1 Technology 5%
2 Financials 3.73%
3 Healthcare 3.32%
4 Consumer Discretionary 2.41%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-431
227
-10,539