XPN

XY Planning Network Portfolio holdings

AUM $626M
1-Year Est. Return 15.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

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
27
$3.19M 1.08%
64,364
28
$3.17M 1.08%
53,912
29
$3.07M 1.04%
56,848
30
$3.02M 1.03%
8,613
31
$2.75M 0.94%
34,586
32
$2.67M 0.91%
81,282
33
$2.61M 0.89%
22,837
34
$2.45M 0.83%
15,505
35
$2.42M 0.83%
260,163
36
$2.42M 0.82%
10,555
37
$2.26M 0.77%
24,764
38
$2.22M 0.76%
43,500
39
$2.13M 0.73%
22,509
40
$2.06M 0.7%
7,475
41
$2.05M 0.7%
20,298
42
$2M 0.68%
24,088
43
$1.92M 0.66%
3,489
44
$1.88M 0.64%
46,146
45
$1.79M 0.61%
15,100
46
$1.77M 0.6%
34,825
47
$1.72M 0.58%
44,373
48
$1.7M 0.58%
13,238
49
$1.66M 0.56%
26,226
50
$1.61M 0.55%
41,069
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