XF
XML Financial Portfolio holdings
AUM
$1.15B
1-Year Return
14%
This Quarter Return
-1.18%
1 Year Return
+14%
3 Year Return
+45.31%
5 Year Return
+83.28%
10 Year Return
–
AUM
$749M
AUM Growth
+$294M
(+65%)
Cap. Flow
+$299M
Cap. Flow
% of AUM
39.9%
Top 10 Holdings %
Top 10 Hldgs %
23.29%
Holding
315
New
89
Increased
163
Reduced
30
Closed
3
Top Buys
| 1 |
Microsoft
MSFT
|
$17.8M |
| 2 |
Apple
AAPL
|
$12.6M |
| 3 |
Bank of America
BAC
|
$12M |
| 4 |
Qualcomm
QCOM
|
$11.1M |
| 5 |
Cisco
CSCO
|
$8.81M |
Top Sells
Sector Composition
| 1 | Technology | 12.11% |
| 2 | Healthcare | 8.37% |
| 3 | Financials | 8.1% |
| 4 | Industrials | 5.19% |
| 5 | Communication Services | 3.28% |
