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
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$3.71M
3
+$2.79M
4
NET icon
Cloudflare
NET
+$2.7M
5
PANW icon
Palo Alto Networks
PANW
+$2.28M

Top Sells

1
+$3.26M
2
+$3.1M
3
+$2.66M
4
NVDA icon
NVIDIA
NVDA
+$782K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$734K

Sector Composition

1 Technology 34.09%
2 Communication Services 5.33%
3 Healthcare 3.8%
4 Financials 3.14%
5 Consumer Discretionary 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.73%
1,391
+485
27
$961K 0.65%
4,007
-18
28
$948K 0.64%
2,644
-30
29
$941K 0.63%
113,962
+848
30
$866K 0.58%
7,953
+664
31
$819K 0.55%
57,489
+118
32
$782K 0.53%
8,614
-48
33
$739K 0.5%
1,522
+309
34
$737K 0.5%
11,289
+35
35
$694K 0.47%
42,586
+58
36
$674K 0.45%
3,737
37
$582K 0.39%
5,005
38
$533K 0.36%
3,530
-1,395
39
$528K 0.36%
34,914
-3,675
40
$513K 0.35%
7,152
+5
41
$507K 0.34%
37,884
+158
42
$466K 0.31%
23,918
+68
43
$453K 0.31%
7,533
+177
44
$442K 0.3%
27,072
+141
45
$433K 0.29%
7,047
+5
46
$405K 0.27%
1,590
47
$403K 0.27%
49,605
+166
48
$403K 0.27%
37,050
49
$389K 0.26%
2,557
50
$389K 0.26%
510
+50
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2
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