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
126
$370K 0.13%
+7,053
127
$363K 0.12%
5,698
+1,847
128
$359K 0.12%
+2,348
129
$356K 0.12%
+8,801
130
$345K 0.12%
609
-35
131
$339K 0.12%
+4,060
132
$336K 0.11%
3,156
-116
133
$335K 0.11%
+454
134
$334K 0.11%
15,122
+2,137
135
$327K 0.11%
11,664
+1,077
136
$327K 0.11%
+4,990
137
$325K 0.11%
6,077
+1,411
138
$325K 0.11%
+8,396
139
$325K 0.11%
3,012
+1,079
140
$323K 0.11%
3,734
+217
141
$318K 0.11%
+8,941
142
$313K 0.11%
+853
143
$310K 0.11%
8,985
-75
144
$294K 0.1%
+4,333
145
$292K 0.1%
3,660
-39
146
$291K 0.1%
+9,687
147
$288K 0.1%
+1,025
148
$284K 0.1%
1,387
+249
149
$282K 0.1%
+726
150
$279K 0.09%
+1,131
3 4 5
6
7