XPN
XY Planning Network Portfolio holdings
AUM
$294M
This Quarter Return
+7.74%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$294M
AUM Growth
+$144M
(+96%)
Cap. Flow
+$133M
Cap. Flow
% of AUM
45.4%
Top 10 Holdings %
Top 10 Hldgs %
33.61%
Holding
174
New
72
Increased
86
Reduced
15
Closed
1
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$16.3M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$7.18M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$5.87M |
| 4 |
Anfield US Equity Sector Rotation ETF
AESR
|
$4.49M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$4.38M |
Top Sells
| 1 |
Avantis International Small Cap Value ETF
AVDV
|
$468K |
| 2 |
Timothy Plan International ETF
TPIF
|
$365K |
| 3 |
C.H. Robinson
CHRW
|
$348K |
| 4 |
Dimensional Global Real Estate ETF
DFGR
|
$270K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$159K |
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% |
