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
76
$288K 0.22%
+1,428
77
$280K 0.21%
+11,925
78
$280K 0.21%
+885
79
$268K 0.2%
+10,848
80
$264K 0.2%
+5,705
81
$256K 0.19%
+20,823
82
$253K 0.19%
+7,485
83
$251K 0.19%
+2,337
84
$249K 0.19%
+3,819
85
$248K 0.19%
+9,060
86
$243K 0.18%
+1,285
87
$239K 0.18%
+5,125
88
$235K 0.18%
+1,185
89
$235K 0.18%
+3,784
90
$230K 0.17%
+3,698
91
$218K 0.16%
+4,350
92
$202K 0.15%
+3,428
1 2 3
4