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XC

XY Capital Portfolio holdings

AUM $91.3M
1-Year Est. Return 1.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+1.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$5.6M
3
+$5.34M
4
AEG icon
Aegon
AEG
+$5.12M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.71M

Top Sells

1
+$20.9M
2
+$13.7M
3
+$12.7M
4
BILI icon
Bilibili
BILI
+$11.6M
5
KC
Kingsoft Cloud Holdings
KC
+$9.23M

Sector Composition

1 Consumer Discretionary 30.91%
2 Financials 13.87%
3 Healthcare 9.61%
4 Technology 8.88%
5 Real Estate 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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