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
76
$872K 0.3%
1,754
+1,045
77
$870K 0.3%
20,588
+9,476
78
$863K 0.29%
+9,669
79
$838K 0.29%
17,674
+7,544
80
$836K 0.28%
+1,720
81
$825K 0.28%
+6,121
82
$814K 0.28%
+27,972
83
$812K 0.28%
19,416
+1,521
84
$810K 0.28%
+5,987
85
$780K 0.27%
+8,983
86
$765K 0.26%
4,207
-873
87
$755K 0.26%
14,877
+6,543
88
$749K 0.26%
32,867
+10,328
89
$739K 0.25%
+2,670
90
$707K 0.24%
+24,559
91
$706K 0.24%
+14,156
92
$704K 0.24%
2,469
+1,368
93
$679K 0.23%
+4,129
94
$678K 0.23%
7,226
+2,600
95
$656K 0.22%
+2,264
96
$645K 0.22%
15,608
-14
97
$640K 0.22%
4,803
-80
98
$638K 0.22%
+30,856
99
$624K 0.21%
+31,970
100
$607K 0.21%
+6,614
2 3
4
5 6