XC

XY Capital Portfolio holdings

AUM $98.4M
1-Year Est. Return 15.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$10.4M
3
+$9.15M
4
JD icon
JD.com
JD
+$7.47M
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$6.69M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 53.86%
2 Financials 10.06%
3 Technology 9.02%
4 Materials 6.59%
5 Communication Services 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
52
– –
0
53
– –
0
54
– –
0
55
– –
0
1 2
3