DJYG
David J. Yvars Group Portfolio holdings
AUM
$171M
This Quarter Return
+17.72%
1 Year Return
+21.43%
3 Year Return
+126.29%
5 Year Return
–
10 Year Return
–
AUM
$171M
AUM Growth
+$171M
(+34%)
Cap. Flow
+$22.8M
Cap. Flow
% of AUM
13.36%
Top 10 Holdings %
Top 10 Hldgs %
66.72%
Holding
86
New
18
Increased
36
Reduced
14
Closed
3
Top Buys
| 1 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
$6.35M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$4.47M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.61M |
| 4 |
Palantir
PLTR
|
$1.68M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.23M |
Top Sells
| 1 |
Global X Artificial Intelligence & Technology ETF
AIQ
|
$2.05M |
| 2 |
Doximity
DOCS
|
$1.04M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$264K |
| 4 |
Palo Alto Networks
PANW
|
$238K |
| 5 |
Dominion Energy
D
|
$236K |
Sector Composition
| 1 | Technology | 22.77% |
| 2 | Communication Services | 8.97% |
| 3 | Financials | 3.28% |
| 4 | Consumer Discretionary | 2.36% |
| 5 | Industrials | 1.24% |
