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
$109M
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$6.56M
3
+$6.39M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$6.27M
5
MUFG icon
Mitsubishi UFJ Financial
MUFG
+$6.27M

Top Sells

1
+$16.9M
2
+$3.55M
3
+$1.55M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.48M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.22M

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%
Name Market Value Portfolio Weight Shares or Principal Change
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