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
51
$575K 0.43%
+8,001
52
$499K 0.37%
+10,170
53
$469K 0.35%
+1,958
54
$455K 0.34%
+11,112
55
$452K 0.34%
+6,016
56
$451K 0.34%
+3,734
57
$445K 0.33%
+8,329
58
$439K 0.33%
+11,451
59
$432K 0.32%
+10,962
60
$430K 0.32%
+11,587
61
$426K 0.32%
+7,237
62
$412K 0.31%
+8,615
63
$393K 0.29%
+3,722
64
$381K 0.29%
+943
65
$377K 0.28%
+746
66
$373K 0.28%
+958
67
$370K 0.28%
+631
68
$359K 0.27%
+631
69
$351K 0.26%
+3,397
70
$346K 0.26%
+6,018
71
$344K 0.26%
+3,945
72
$338K 0.25%
+368
73
$310K 0.23%
+8,192
74
$303K 0.23%
+2,563
75
$291K 0.22%
+10,513
1 2
3
4