DJYG

David J. Yvars Group Portfolio holdings

AUM $171M
1-Year Est. Return 21.43%
This Quarter Est. Return
1 Year Est. Return
+21.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$1.12M
3
+$570K
4
ANET icon
Arista Networks
ANET
+$510K
5
ALAB icon
Astera Labs
ALAB
+$499K

Top Sells

1
+$3.79M
2
+$2.91M
3
+$1.46M
4
AAPL icon
Apple
AAPL
+$591K
5
MSFT icon
Microsoft
MSFT
+$572K

Sector Composition

1 Technology 34.28%
2 Communication Services 4.95%
3 Industrials 2.98%
4 Financials 2.68%
5 Consumer Discretionary 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.66%
4,010
-1
27
$1M 0.61%
27,465
+4,233
28
$1M 0.61%
8,716
-242
29
$973K 0.59%
1,661
+205
30
$877K 0.53%
8,204
+145
31
$860K 0.52%
11,360
+26
32
$843K 0.51%
4,456
+166
33
$760K 0.46%
91,696
-21,586
34
$757K 0.46%
49,780
-6,361
35
$703K 0.43%
7,879
-758
36
$604K 0.37%
5,619
+83
37
$599K 0.37%
6,628
-1,482
38
$595K 0.36%
7,229
+69
39
$580K 0.35%
38,762
-20
40
$558K 0.34%
36,688
-7,124
41
$534K 0.33%
4,755
+1,826
42
$499K 0.3%
+3,770
43
$477K 0.29%
+2,845
44
$472K 0.29%
1,169
-6
45
$461K 0.28%
435
46
$456K 0.28%
512
+2
47
$438K 0.27%
27,819
-1,700
48
$435K 0.27%
24,525
+73
49
$433K 0.26%
3,587
-90
50
$430K 0.26%
5,295
+568
1
2
3 4