This spreadsheet contains the latest holdings and their allocations for each XYIS model portfolio. It is available only to current XYIS advisors. If you're a current XYIS user who cannot view this document, please email support@xyinvestmentsolutions.com and we'll grant you access.
Click here to view the holdings of each XYIS portfolio
If you're looking for model portfolio descriptions you can use in client proposals, please see this article.
Click here for the rationales behind recent portfolio changes
If you're not a current XYIS user but are interested in learning more about our portfolios and services, please send an email to sales@xyinvestmentsolutions.com.
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