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
101
$583K 0.2%
29,694
102
$552K 0.19%
12,911
103
$550K 0.19%
555
104
$531K 0.18%
7,745
105
$519K 0.18%
17,762
106
$518K 0.18%
2,655
107
$508K 0.17%
24,792
108
$498K 0.17%
14,651
109
$497K 0.17%
11,851
110
$497K 0.17%
2,271
111
$495K 0.17%
1,395
112
$481K 0.16%
6,177
113
$476K 0.16%
2,987
114
$468K 0.16%
16,802
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
121
$396K 0.13%
8,411
122
$394K 0.13%
2,843
123
$384K 0.13%
2,165
124
$384K 0.13%
13,103
125
$375K 0.13%
4,226
3 4
5
6 7