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
$455M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.72M
3
+$1.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.48M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$1.34M

Top Sells

1
+$2.72M
2
+$2.53M
3
+$1.41M
4
UNH icon
UnitedHealth
UNH
+$274K
5
DIS icon
Walt Disney
DIS
+$233K

Sector Composition

1 Technology 5.03%
2 Financials 3.57%
3 Healthcare 3.04%
4 Consumer Discretionary 2.47%
5 Industrials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$290K 0.06%
1,321
+250
177
$286K 0.06%
+10,764
178
$282K 0.06%
3,375
-290
179
$282K 0.06%
5,091
+86
180
$273K 0.06%
3,016
+1
181
$272K 0.06%
8,907
182
$265K 0.06%
10,045
+802
183
$263K 0.06%
14,154
-205
184
$262K 0.06%
2,108
-15
185
$261K 0.06%
556
+16
186
$260K 0.06%
26,836
187
$257K 0.06%
4,637
+16
188
$257K 0.06%
8,832
189
$257K 0.06%
3,828
190
$257K 0.06%
5,390
+50
191
$256K 0.06%
1,106
192
$244K 0.05%
+10,384
193
$244K 0.05%
+1,592
194
$241K 0.05%
23,839
-4,310
195
$240K 0.05%
694
+1
196
$239K 0.05%
604
+1
197
$236K 0.05%
4,503
+200
198
$236K 0.05%
+1,525
199
$236K 0.05%
+4,150
200
$236K 0.05%
3,149
+27
6 7
8
9 10