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
$410M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$915K
3
+$688K
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$652K
5
ARKK icon
ARK Innovation ETF
ARKK
+$599K

Top Sells

1
+$2.81M
2
+$1.84M
3
+$1.27M
4
AAPL icon
Apple
AAPL
+$447K
5
CAT icon
Caterpillar
CAT
+$401K

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
76
$1.1M 0.27%
8,313
-512
77
$1.1M 0.27%
3,612
-287
78
$1.08M 0.26%
2,903
+202
79
$1.08M 0.26%
13,920
+753
80
$1.07M 0.26%
14,545
-130
81
$1.07M 0.26%
5,035
+1,762
82
$1.03M 0.25%
17,930
83
$1M 0.24%
3,925
+221
84
$974K 0.24%
4,374
-498
85
$973K 0.24%
30,548
+688
86
$945K 0.23%
17,769
-576
87
$945K 0.23%
13,468
+40
88
$930K 0.23%
6,279
-665
89
$928K 0.23%
6,946
-1,274
90
$927K 0.23%
6,550
+627
91
$915K 0.22%
+2,633
92
$912K 0.22%
4,259
-148
93
$902K 0.22%
37,030
-466
94
$891K 0.22%
2,412
-454
95
$878K 0.21%
6,488
+328
96
$810K 0.2%
5,714
+4
97
$809K 0.2%
3,412
-481
98
$809K 0.2%
22,329
+239
99
$784K 0.19%
4,362
100
$781K 0.19%
20,624
-1,292
2 3
4
5 6