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
$51.9M
AUM Growth
-$66.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$2.83M
3
+$2.56M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$1.55M
5
TAK icon
Takeda Pharmaceutical
TAK
+$1.23M

Top Sells

1
+$19.2M
2
+$7.78M
3
+$7.52M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$5.95M
5
SONY icon
Sony
SONY
+$5.82M

Sector Composition

1 Materials 36.56%
2 Consumer Discretionary 19.62%
3 Communication Services 9.11%
4 Financials 4.74%
5 Healthcare 4%
Name Market Value Portfolio Weight Shares or Principal Change
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