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
$73.5M
AUM Growth
-$70.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$6.47M
2 +$6.42M
3 +$5.78M
4
SLB icon
SLB Limited
SLB
+$5.73M
5
PSA icon
Public Storage
PSA
+$5.66M

Sector Composition

1 Technology 19.59%
2 Healthcare 8.47%
3 Financials 5.33%
4 Consumer Discretionary 3.03%
5 Utilities 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-867
77
-515
78
-14,507
79
-20,147
80
-149,010
81
-138,725