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
51
$366K 0.25%
+4,248
52
$362K 0.25%
+1,070
53
$361K 0.24%
+1,536
54
$337K 0.23%
+2,652
55
$330K 0.22%
+11,145
56
$317K 0.21%
+32,570
57
$310K 0.21%
+1,443
58
$306K 0.21%
+6,375
59
$288K 0.2%
+1,591
60
$287K 0.19%
+1,050
61
$281K 0.19%
+4,975
62
$278K 0.19%
+1,185
63
$271K 0.18%
+1,280
64
$256K 0.17%
+1,380
65
$254K 0.17%
+1,425
66
$247K 0.17%
+2,820
67
$247K 0.17%
+2,820
68
$245K 0.17%
+17,655
69
$243K 0.16%
+2,650
70
$235K 0.16%
+50,622
71
$233K 0.16%
+650
72
$223K 0.15%
+2,540
73
$222K 0.15%
+5,383
74
$214K 0.15%
+2,205
75
$202K 0.14%
+4,100
1 2
3
4