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
$157M
AUM Growth
+$9.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$7.21M
2
+$7.03M
3
+$6.45M
4
PYPL icon
PayPal
PYPL
+$4.28M
5
APPS icon
Digital Turbine
APPS
+$2.15M

Top Sells

1
+$9.17M
2
+$5.73M
3
+$5.42M
4
JD icon
JD.com
JD
+$5.32M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$674K

Sector Composition

1 Consumer Discretionary 24.32%
2 Technology 20.55%
3 Financials 7.1%
4 Communication Services 6.62%
5 Industrials 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$427K 0.27%
1,590
52
$387K 0.25%
4,077
+1,537
53
$381K 0.24%
1,076
54
$365K 0.23%
1,070
55
$343K 0.22%
4,375
+1,725
56
$333K 0.21%
665
-10,823
57
$324K 0.21%
11,145
58
$324K 0.21%
1,443
59
$317K 0.2%
32,570
60
$303K 0.19%
2,940
+120
61
$301K 0.19%
5,383
62
$300K 0.19%
+1,295
63
$297K 0.19%
1,335
-201
64
$294K 0.19%
1,592
+1
65
$292K 0.19%
2,820
66
$289K 0.18%
6,384
+9
67
$276K 0.18%
938
-112
68
$258K 0.16%
+1,167
69
$254K 0.16%
173
-92
70
$244K 0.16%
19,730
-31,825
71
$241K 0.15%
2,205
72
$236K 0.15%
17,655
73
$227K 0.14%
+8,660
74
$224K 0.14%
1,230
-50
75
$220K 0.14%
4,100
1 2
3
4