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

Top Buys

1
+$20.4M
2
+$12.8M
3
+$11.4M
4
ZLAB icon
Zai Lab
ZLAB
+$11M
5
ONC
BeOne Medicines Ltd
ONC
+$9.75M

Top Sells

1
+$18.2M
2
+$6.04M
3
+$4.07M
4
AMCR icon
Amcor
AMCR
+$2.56M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.63M

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
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105
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0
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116
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-475
117
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5