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
$232M
AUM Growth
-$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.61M
3
+$3.76M
4
BAPR icon
Innovator US Equity Buffer ETF April
BAPR
+$3.67M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.27M

Top Sells

1
+$4.17M
2
+$3.84M
3
+$2.43M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$2.23M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.53M

Sector Composition

1 Technology 4.72%
2 Financials 3.66%
3 Healthcare 3.35%
4 Energy 2.14%
5 Consumer Staples 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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