DJYG
David J. Yvars Group Portfolio holdings
AUM
$171M
This Quarter Return
+6.19%
1 Year Return
+21.43%
3 Year Return
+126.29%
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
+$164M
(+1.5%)
Cap. Flow
+$1.06M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
62.23%
Holding
87
New
7
Increased
34
Reduced
28
Closed
9
Top Buys
| 1 |
Broadcom
AVGO
|
$4.41M |
| 2 |
Arista Networks
ANET
|
$3.47M |
| 3 |
Palo Alto Networks
PANW
|
$1.77M |
| 4 |
Doximity
DOCS
|
$1.12M |
| 5 |
Invesco QQQ Trust
QQQ
|
$570K |
Top Sells
| 1 |
Novo Nordisk
NVO
|
$3.79M |
| 2 |
Synopsys
SNPS
|
$2.91M |
| 3 |
NVIDIA
NVDA
|
$1.46M |
| 4 |
Apple
AAPL
|
$591K |
| 5 |
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% |
