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