XF

XML Financial Portfolio holdings

AUM $1.23B
1-Year Est. Return 16.55%
This Quarter Est. Return
1 Year Est. Return
+16.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$720M
AUM Growth
+$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$11.8M
3 +$10.5M
4
QCOM icon
Qualcomm
QCOM
+$10.3M
5
CVS icon
CVS Health
CVS
+$9.4M

Sector Composition

1 Technology 10.41%
2 Healthcare 9%
3 Financials 6.99%
4 Industrials 5.51%
5 Energy 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-15,191
327
-7,076