XPN
XY Planning Network Portfolio holdings
AUM
$294M
This Quarter Return
-2.26%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
–
Cap. Flow
+$133M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
43.33%
Holding
92
New
92
Increased
–
Reduced
–
Closed
–
Top Buys
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% |
