XPN

XY Planning Network Portfolio holdings

AUM $574M
1-Year Est. Return 15.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$6.64M
3
+$5.43M
4
AESR icon
Anfield US Equity Sector Rotation ETF
AESR
+$4.09M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.05M

Top Sells

1
+$436K
2
+$348K
3
+$344K
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$264K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$151K

Sector Composition

1 Technology 2.89%
2 Financials 1.83%
3 Consumer Discretionary 0.69%
4 Communication Services 0.47%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 1.09%
107,424
+2,536
27
$3.19M 1.08%
64,364
+42,948
28
$3.17M 1.08%
53,912
+31,617
29
$3.07M 1.04%
56,848
+15,602
30
$3.02M 1.03%
8,613
+2,478
31
$2.75M 0.94%
34,586
+16,500
32
$2.67M 0.91%
81,282
+14,218
33
$2.61M 0.89%
+22,837
34
$2.45M 0.83%
15,505
+3,100
35
$2.42M 0.83%
+260,163
36
$2.42M 0.82%
10,555
+539
37
$2.26M 0.77%
24,764
+4,409
38
$2.22M 0.76%
43,500
+16,456
39
$2.13M 0.73%
22,509
-254
40
$2.06M 0.7%
+7,475
41
$2.05M 0.7%
20,298
+5,996
42
$2M 0.68%
+3,011
43
$1.92M 0.66%
3,489
+2,707
44
$1.88M 0.64%
46,146
+8,067
45
$1.79M 0.61%
+15,100
46
$1.77M 0.6%
34,825
+21,475
47
$1.72M 0.58%
44,373
+15,917
48
$1.7M 0.58%
13,238
+10,395
49
$1.66M 0.56%
26,226
+7,196
50
$1.61M 0.55%
41,069
+4,924
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