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
$977M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
351
New
Increased
Reduced
Closed

Top Sells

1 +$6.62M
2 +$6.05M
3 +$4.17M
4
MSFT icon
Microsoft
MSFT
+$4.06M
5
QCOM icon
Qualcomm
QCOM
+$3.25M

Sector Composition

1 Technology 10.71%
2 Financials 7.37%
3 Healthcare 6.29%
4 Industrials 5.24%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
-7,691