XC

XY Capital Portfolio holdings

AUM $120M
1-Year Est. Return 15.36%
This Quarter Est. Return
1 Year Est. Return
+15.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$11.6M
3
+$7.05M
4
BILI icon
Bilibili
BILI
+$6.63M
5
BHP icon
BHP
BHP
+$6.26M

Top Sells

1
+$12.8M
2
+$9.21M
3
+$7.54M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$7.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.75M

Sector Composition

1 Consumer Discretionary 41.31%
2 Materials 11.52%
3 Technology 9.6%
4 Communication Services 6.91%
5 Healthcare 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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58
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-18,328
59
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-74,580
60
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-763,968
61
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-1,076
62
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0
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