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
151
$270K 0.09%
849
152
$266K 0.09%
1,361
153
$257K 0.09%
4,053
154
$257K 0.09%
5,386
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
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
171
$205K 0.07%
4,175
172
$204K 0.07%
4,156
173
$202K 0.07%
2,566
3 4 5 6
7