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