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
51
$1.6M 0.54%
15,886
+9,284
52
$1.55M 0.53%
20,837
-1,204
53
$1.46M 0.5%
14,145
-112
54
$1.45M 0.49%
15,446
+441
55
$1.45M 0.49%
+58,651
56
$1.44M 0.49%
6,548
+2,726
57
$1.38M 0.47%
25,264
+3,749
58
$1.32M 0.45%
30,903
+10,699
59
$1.31M 0.45%
49,563
+8,247
60
$1.31M 0.45%
24,794
+3,770
61
$1.26M 0.43%
24,947
+2,293
62
$1.24M 0.42%
11,312
+2,246
63
$1.21M 0.41%
+47,856
64
$1.11M 0.38%
11,287
+4,592
65
$1.11M 0.38%
+4,740
66
$1.1M 0.38%
+10,570
67
$1.1M 0.37%
27,907
+20,172
68
$1.06M 0.36%
30,725
+9,677
69
$1.04M 0.36%
16,060
+6,156
70
$1.03M 0.35%
5,848
+768
71
$1.02M 0.35%
+7,563
72
$979K 0.33%
3,552
+448
73
$964K 0.33%
15,541
+2,054
74
$952K 0.32%
21,627
+8,893
75
$881K 0.3%
13,178
+6,100
1 2
3
4 5