XS

XR Securities Portfolio holdings

AUM $15.4M
1-Year Est. Return 3.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$9.87M
3
+$4.4M
4
AMD icon
Advanced Micro Devices
AMD
+$4.13M
5
AMGN icon
Amgen
AMGN
+$4.08M

Top Sells

1
+$27.4M
2
+$5.99M
3
+$3.94M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$3.01M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3M

Sector Composition

1 Technology 5.05%
2 Consumer Discretionary 3.08%
3 Healthcare 2.39%
4 Industrials 1.49%
5 Consumer Staples 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
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