DJYG

David J. Yvars Group Portfolio holdings

AUM $187M
1-Year Est. Return 31.78%
This Quarter Est. Return
1 Year Est. Return
+31.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$11.6M
3
+$10.8M
4
AMZN icon
Amazon
AMZN
+$10.3M
5
JD icon
JD.com
JD
+$9.73M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.73%
2 Consumer Discretionary 19.69%
3 Communication Services 6.97%
4 Healthcare 4.27%
5 Financials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$873K 0.59%
+12,098
27
$837K 0.57%
+4,762
28
$831K 0.56%
+6,253
29
$779K 0.53%
+120,106
30
$745K 0.5%
+7,246
31
$745K 0.5%
+2,090
32
$680K 0.46%
+11,569
33
$670K 0.45%
+3,065
34
$611K 0.41%
+69,780
35
$608K 0.41%
+49,620
36
$595K 0.4%
+27,411
37
$573K 0.39%
+51,555
38
$552K 0.37%
+2,480
39
$514K 0.35%
+38,000
40
$509K 0.34%
+8,283
41
$496K 0.34%
+30,735
42
$492K 0.33%
+2,215
43
$484K 0.33%
+27,836
44
$466K 0.32%
+29,451
45
$443K 0.3%
+265
46
$418K 0.28%
+5,036
47
$390K 0.26%
+4,060
48
$380K 0.26%
+1,076
49
$378K 0.26%
+1,590
50
$377K 0.26%
+4,639
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