DJYG
David J. Yvars Group Portfolio holdings
AUM
$171M
This Quarter Return
+12.3%
1 Year Return
+21.43%
3 Year Return
+126.29%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+9.4%)
Cap. Flow
+$1.39M
Cap. Flow
% of AUM
1.15%
Top 10 Holdings %
Top 10 Hldgs %
59.91%
Holding
89
New
10
Increased
31
Reduced
25
Closed
8
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$5.07M |
| 2 |
HubSpot
HUBS
|
$3.03M |
| 3 |
Salesforce
CRM
|
$2.99M |
| 4 |
Dynatrace
DT
|
$2.88M |
| 5 |
Spotify
SPOT
|
$1.04M |
Top Sells
| 1 |
Industrial Select Sector SPDR Fund
XLI
|
$3.43M |
| 2 |
United Rentals
URI
|
$3.41M |
| 3 |
ON Semiconductor
ON
|
$2.79M |
| 4 |
Etsy
ETSY
|
$2.78M |
| 5 |
Toro Company
TTC
|
$2.55M |
Sector Composition
| 1 | Technology | 28.37% |
| 2 | Communication Services | 8.51% |
| 3 | Consumer Discretionary | 5.81% |
| 4 | Financials | 3.26% |
| 5 | Utilities | 1.35% |
