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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
1
$15.2M 12.68%
85,198
+75,084
2
$9.5M 7.91%
499,828
+43,534
3
$6.55M 5.46%
152,598
+11,500
4
$5.96M 4.96%
+144,895
5
$5.48M 4.56%
+685,548
6
$4.88M 4.07%
+58,176
7
$4.85M 4.04%
+10,452
8
$4.67M 3.89%
166,380
-485,600
9
$4.51M 3.76%
60,000
+34,610
10
$3.76M 3.13%
97,061
+87,431
11
$3.28M 2.73%
58,812
+4,231
12
$3.22M 2.68%
132,157
+120,257
13
$3.17M 2.64%
164,967
-358,371
14
$2.93M 2.44%
+200,033
15
$2.72M 2.27%
2,812
+2,279
16
$2.68M 2.23%
68,425
-22,830
17
$2.62M 2.18%
100,546
+73,246
18
$2.62M 2.18%
19,859
+11,359
19
$2.4M 2%
+79,304
20
$2.39M 1.99%
94,421
-805,971
21
$2.2M 1.84%
36,961
+32,561
22
$2.03M 1.69%
+7,614
23
$1.76M 1.46%
64,413
+50,313
24
$1.75M 1.46%
+109,864
25
$1.67M 1.39%
+48,921
1
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