XS

XR Securities Portfolio holdings

AUM $15.4M
1-Year Est. Return 3.38%
This Quarter Est. Return
1 Year Est. Return
+3.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$5.72M
3
+$2.81M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.67M
5
JPM icon
JPMorgan Chase
JPM
+$1.64M

Top Sells

1
+$8.09M
2
+$1.73M
3
+$1.24M
4
HD icon
Home Depot
HD
+$1.15M
5
NOW icon
ServiceNow
NOW
+$1.13M

Sector Composition

1 Technology 13.45%
2 Communication Services 8.03%
3 Consumer Discretionary 8.01%
4 Healthcare 5.48%
5 Financials 3.22%
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