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
$118M
AUM Growth
-$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$11.4M
3
+$6.96M
4
XPEV icon
XPeng
XPEV
+$6.08M
5
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$5.25M

Top Sells

1
+$28M
2
+$8.77M
3
+$8.45M
4
JD icon
JD.com
JD
+$8.34M
5
BILI icon
Bilibili
BILI
+$4.23M

Sector Composition

1 Consumer Discretionary 25.36%
2 Materials 14.91%
3 Financials 12.21%
4 Technology 8.15%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
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