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
$152M
AUM Growth
+$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$12.6M
3
+$11.5M
4
ZLAB icon
Zai Lab
ZLAB
+$9.39M
5
ONC
BeOne Medicines Ltd
ONC
+$8.37M

Top Sells

1
+$16.5M
2
+$6.04M
3
+$4.07M
4
AMCR icon
Amcor
AMCR
+$2.6M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.74M

Sector Composition

1 Healthcare 22.18%
2 Communication Services 16.61%
3 Real Estate 15.32%
4 Consumer Discretionary 14.97%
5 Technology 14.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$200K 0.13%
2,223
+2,046
52
$197K 0.13%
804
+276
53
$192K 0.13%
680
+580
54
$181K 0.12%
581
-237
55
$168K 0.11%
+1,203
56
$165K 0.11%
5,807
+5,530
57
$156K 0.1%
667
+115
58
$153K 0.1%
1,556
+537
59
$145K 0.1%
3,476
-7,134
60
$110K 0.07%
+17,810
61
$109K 0.07%
1,379
+928
62
$104K 0.07%
285
+235
63
$103K 0.07%
624
+49
64
$90.5K 0.06%
236
-388
65
$86K 0.06%
346
+236
66
$72.7K 0.05%
780
-190
67
$69.2K 0.05%
406
+356
68
$65.1K 0.04%
+1,600
69
$56.3K 0.04%
255
-249
70
$49.7K 0.03%
+116
71
$47.2K 0.03%
657
-248
72
$44K 0.03%
302
+263
73
$34.9K 0.02%
+170
74
$33.5K 0.02%
+160
75
$26.8K 0.02%
76
-257
1 2
3
4 5