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
$181M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$6.81M
3 +$3.58M
4
CRM icon
Salesforce
CRM
+$2.68M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.17M

Top Sells

1 +$30.5M
2 +$12.5M
3 +$2.5M
4
BABA icon
Alibaba
BABA
+$2.12M
5
NEE icon
NextEra Energy
NEE
+$1.7M

Sector Composition

1 Consumer Discretionary 16.4%
2 Technology 15.67%
3 Communication Services 8.44%
4 Healthcare 5.21%
5 Financials 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
0