XC
XY Capital Portfolio holdings
AUM
$145M
This Quarter Return
+1.86%
1 Year Return
+17.43%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
+$109M
(+110%)
Cap. Flow
+$57.7M
Cap. Flow
% of AUM
52.88%
Top 10 Holdings %
Top 10 Hldgs %
64.85%
Holding
94
New
29
Increased
13
Reduced
5
Closed
15
Top Buys
| 1 |
ResMed
RMD
|
$13.3M |
| 2 |
Toyota
TM
|
$6.91M |
| 3 |
Sumitomo Mitsui Financial
SMFG
|
$6.68M |
| 4 |
Mitsubishi UFJ Financial
MUFG
|
$6.67M |
| 5 |
Baidu
BIDU
|
$6.12M |
Top Sells
| 1 |
BHP
BHP
|
$16.4M |
| 2 |
Trip.com Group
TCOM
|
$3.3M |
| 3 |
VanEck Semiconductor ETF
SMH
|
$1.55M |
| 4 |
Invesco QQQ Trust
QQQ
|
$1.48M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.17M |
Sector Composition
| 1 | Consumer Discretionary | 33.28% |
| 2 | Healthcare | 20.93% |
| 3 | Financials | 15.55% |
| 4 | Communication Services | 11.5% |
| 5 | Consumer Staples | 6.22% |
