DJYG
David J. Yvars Group Portfolio holdings
AUM
$171M
This Quarter Return
+6.17%
1 Year Return
+21.43%
3 Year Return
+126.29%
5 Year Return
–
10 Year Return
–
AUM
$171M
AUM Growth
+$171M
(-3.8%)
Cap. Flow
-$7.79M
Cap. Flow
% of AUM
-4.55%
Top 10 Holdings %
Top 10 Hldgs %
59.32%
Holding
94
New
4
Increased
34
Reduced
21
Closed
10
Top Buys
| 1 |
InMode
INMD
|
$7.68M |
| 2 |
SGI
Somnigroup International Inc.
SGI
|
$7.09M |
| 3 |
NVIDIA
NVDA
|
$1.93M |
| 4 |
Entegris
ENTG
|
$472K |
| 5 |
Crocs
CROX
|
$297K |
Top Sells
| 1 |
Five Below
FIVE
|
$7.69M |
| 2 |
General Motors
GM
|
$7.17M |
| 3 |
COWN
Cowen Inc. Class A Common Stock
COWN
|
$5.34M |
| 4 |
Western Alliance Bancorporation
WAL
|
$3.58M |
| 5 |
Neuronetics
STIM
|
$524K |
Sector Composition
| 1 | Technology | 20.84% |
| 2 | Consumer Discretionary | 18.69% |
| 3 | Communication Services | 7.4% |
| 4 | Financials | 7.11% |
| 5 | Healthcare | 4.49% |
