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
151
$270K 0.09%
+849
152
$266K 0.09%
+1,361
153
$257K 0.09%
4,053
+174
154
$257K 0.09%
5,386
+143
155
$255K 0.09%
+3,149
156
$254K 0.09%
+2,256
157
$252K 0.09%
+742
158
$238K 0.08%
+6,045
159
$235K 0.08%
754
+5
160
$234K 0.08%
+1,659
161
$231K 0.08%
+3,782
162
$229K 0.08%
+1,320
163
$221K 0.08%
+8,901
164
$220K 0.08%
+2,464
165
$220K 0.07%
+7,287
166
$213K 0.07%
+1,590
167
$213K 0.07%
+9,073
168
$212K 0.07%
+3,244
169
$208K 0.07%
+5,153
170
$205K 0.07%
2,787
-194
171
$205K 0.07%
+4,175
172
$204K 0.07%
4,156
-113
173
$202K 0.07%
+2,566
174
– –
-3,400
3 4 5 6
7