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