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
$185M
AUM Growth
+$97.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$47.8M
2
+$19.4M
3
+$17.4M
4
YUMC icon
Yum China
YUMC
+$10.7M
5
BEKE icon
KE Holdings
BEKE
+$7.54M

Top Sells

1
+$26M
2
+$16.2M
3
+$3.02M
4
RMD icon
ResMed
RMD
+$2.84M
5
AMCR icon
Amcor
AMCR
+$2.75M

Sector Composition

1 Consumer Discretionary 31.93%
2 Materials 31.01%
3 Healthcare 7.04%
4 Real Estate 4.36%
5 Technology 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
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