XC

XY Capital Portfolio holdings

AUM $145M
1-Year Est. Return 17.43%
This Quarter Est. Return
1 Year Est. Return
+17.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.2M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$9.86M
2 +$9.21M
3 +$8.87M
4
WDS icon
Woodside Energy
WDS
+$7.47M
5
BHP icon
BHP
BHP
+$7.05M

Top Sells

1 +$9.5M
2 +$6.91M
3 +$6M
4
BIDU icon
Baidu
BIDU
+$4.96M
5
NTES icon
NetEase
NTES
+$3.94M

Sector Composition

1 Consumer Discretionary 28.7%
2 Healthcare 25.05%
3 Materials 8.88%
4 Financials 8.45%
5 Energy 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-15,416
77
-51,965
78
0