XC

XY Capital Portfolio holdings

AUM $145M
1-Year Est. Return 17.43%
This Quarter Est. Return
1 Year Est. Return
+17.43%
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 +$28M
2 +$11.2M
3 +$9.81M
4
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$8.63M
5
JD icon
JD.com
JD
+$8.34M

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