DJYG
David J. Yvars Group Portfolio holdings
AUM
$171M
This Quarter Return
-5.06%
1 Year Return
+21.43%
3 Year Return
+126.29%
5 Year Return
–
10 Year Return
–
AUM
$90M
AUM Growth
+$90M
(+22%)
Cap. Flow
+$22.1M
Cap. Flow
% of AUM
24.56%
Top 10 Holdings %
Top 10 Hldgs %
61.76%
Holding
67
New
5
Increased
19
Reduced
27
Closed
1
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$5.28M |
| 2 |
Vertex Pharmaceuticals
VRTX
|
$3.91M |
| 3 |
Eli Lilly
LLY
|
$3.69M |
| 4 |
Amazon
AMZN
|
$2.99M |
| 5 |
Dollar Tree
DLTR
|
$2.61M |
Top Sells
Sector Composition
| 1 | Healthcare | 17.06% |
| 2 | Technology | 14.68% |
| 3 | Consumer Discretionary | 7.81% |
| 4 | Financials | 4.17% |
| 5 | Consumer Staples | 3.2% |
