XML Financial, LLC
XML Financial, LLC latest Q4_2020 13F filings reported $385,664,000 in market value on this 2021-02-08 report date . The portfolio quarterly return is 20.38%. This fund has 211 securities concentrations of 100% weights.
XML Financial, LLC largest holding is ISHARES RUSSELL 1000 INDEX FUND with weight of 4.27% and $16,462,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
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