XS

XR Securities Portfolio holdings

AUM $15.4M
1-Year Est. Return 41.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.4M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Sector Composition

1 Energy 0%
2 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-44,791
52
-29,821
53
-74,146
54
-7,427