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
101
$583K 0.2%
+29,694
102
$552K 0.19%
12,911
+1,379
103
$550K 0.19%
+555
104
$531K 0.18%
7,745
+3,663
105
$519K 0.18%
17,762
+447
106
$518K 0.18%
2,655
+1,470
107
$508K 0.17%
+24,792
108
$498K 0.17%
14,651
+5,404
109
$497K 0.17%
11,851
+945
110
$497K 0.17%
+2,271
111
$495K 0.17%
1,395
+575
112
$481K 0.16%
+6,177
113
$476K 0.16%
+2,987
114
$468K 0.16%
16,802
+6,382
115
$463K 0.16%
+10,940
116
$455K 0.15%
+2,579
117
$437K 0.15%
+1,910
118
$437K 0.15%
+8,359
119
$407K 0.14%
+9,686
120
$397K 0.14%
15,867
+5,499
121
$396K 0.13%
+8,411
122
$394K 0.13%
+2,843
123
$384K 0.13%
2,165
+365
124
$384K 0.13%
+13,103
125
$375K 0.13%
4,226
+1,412
3 4
5
6 7