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XC

XY Capital Portfolio holdings

AUM $91.3M
1-Year Est. Return 1.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$5.6M
3
+$5.34M
4
AEG icon
Aegon
AEG
+$5.12M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.71M

Top Sells

1
+$20.9M
2
+$13.7M
3
+$12.7M
4
BILI icon
Bilibili
BILI
+$11.6M
5
KC
Kingsoft Cloud Holdings
KC
+$9.23M

Sector Composition

1 Consumer Discretionary 30.91%
2 Financials 13.87%
3 Healthcare 9.61%
4 Technology 8.88%
5 Real Estate 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.34%
+33,970
27
$1.3M 1.08%
494,469
+81,570
28
$1.27M 1.06%
102,206
+70,626
29
$1.19M 1%
3,507
+1,199
30
$1.19M 0.99%
+16,005
31
$1.16M 0.97%
+69,507
32
$978K 0.81%
+37,143
33
$831K 0.69%
52,757
+39,266
34
$719K 0.6%
+6,929
35
$710K 0.59%
13,185
+7,596
36
$707K 0.59%
18,120
+12,530
37
$516K 0.43%
+21,509
38
$459K 0.38%
+13,145
39
$419K 0.35%
+1,226
40
$386K 0.32%
+11,738
41
$369K 0.31%
+649
42
$308K 0.26%
22,064
-60,664
43
$290K 0.24%
8,382
-96,425
44
$276K 0.23%
+1,255
45
$245K 0.2%
+1,008
46
$245K 0.2%
+1,235
47
$242K 0.2%
+597
48
$204K 0.17%
+1,584
49
$200K 0.17%
13,318
-341,029
50
$186K 0.15%
+10,315
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