XPN

XY Planning Network Portfolio holdings

AUM $294M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$8.69M
3
+$7.82M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$7.66M
5
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$4.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.07%
2 Consumer Discretionary 1.28%
3 Financials 0.77%
4 Healthcare 0.51%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 1.26%
+12,503
27
$1.65M 1.24%
+16,389
28
$1.6M 1.2%
+38,265
29
$1.54M 1.16%
+56,472
30
$1.48M 1.11%
+22,944
31
$1.43M 1.07%
+18,294
32
$1.42M 1.07%
+3,375
33
$1.42M 1.07%
+14,667
34
$1.33M 1%
+15,462
35
$1.32M 0.99%
+4,555
36
$1.25M 0.94%
+37,464
37
$1.22M 0.92%
+23,661
38
$1.1M 0.82%
+4,376
39
$1.08M 0.81%
+21,447
40
$1.05M 0.79%
+26,946
41
$1,000K 0.75%
+5,906
42
$954K 0.72%
+4,347
43
$916K 0.69%
+4,678
44
$878K 0.66%
+5,011
45
$766K 0.58%
+3,305
46
$713K 0.54%
+17,602
47
$688K 0.52%
+1,277
48
$660K 0.5%
+5,170
49
$614K 0.46%
+6,232
50
$606K 0.46%
+21,739
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