DJYG
David J. Yvars Group Portfolio holdings
AUM
$171M
This Quarter Return
+2.32%
1 Year Return
+21.43%
3 Year Return
+126.29%
5 Year Return
–
10 Year Return
–
AUM
$161M
AUM Growth
+$161M
(+1%)
Cap. Flow
-$797K
Cap. Flow
% of AUM
-0.49%
Top 10 Holdings %
Top 10 Hldgs %
61.2%
Holding
85
New
7
Increased
29
Reduced
30
Closed
5
Top Buys
| 1 |
Synopsys
SNPS
|
$1.48M |
| 2 |
Broadcom
AVGO
|
$1.31M |
| 3 |
BlackRock Science and Technology Trust
BST
|
$820K |
| 4 |
Arista Networks
ANET
|
$573K |
| 5 |
Invesco QQQ Trust
QQQ
|
$532K |
Top Sells
| 1 |
Salesforce
CRM
|
$3.56M |
| 2 |
Bank of America
BAC
|
$687K |
| 3 |
MongoDB
MDB
|
$617K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$501K |
| 5 |
CrowdStrike
CRWD
|
$439K |
Sector Composition
| 1 | Technology | 32.79% |
| 2 | Communication Services | 4.27% |
| 3 | Healthcare | 3.45% |
| 4 | Industrials | 2.83% |
| 5 | Financials | 2.59% |
