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
76
$201K 0.14%
+2,600
77
$198K 0.13%
+15,014
78
$166K 0.11%
+10,907
79
$161K 0.11%
+13,355