We are live on ! Find out more
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
$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
101
– –
-13,146
102
– –
-61
103
– –
-117,600
104
– –
-20,883
105
– –
-16
106
– –
-25
107
– –
-1,973
108
– –
0
109
– –
-773
110
– –
0
111
– –
-847
112
– –
-624
113
– –
-70
114
– –
0
115
– –
-475
116
– –
-503
117
– –
-48,397
1 2 3 4
5