DJYG

David J. Yvars Group Portfolio holdings

AUM $179M
1-Year Est. Return 27.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.54M
3
+$2.53M
4
NET icon
Cloudflare
NET
+$2.53M
5
ARM icon
Arm
ARM
+$2.37M

Top Sells

1
+$3.26M
2
+$3.1M
3
+$2.66M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$699K
5
AAPL icon
Apple
AAPL
+$656K

Sector Composition

1 Technology 34.09%
2 Communication Services 5.33%
3 Healthcare 3.8%
4 Financials 3.14%
5 Consumer Discretionary 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$34.7K 0.02%
+21,170
77
– –
-5,200
78
– –
-2,006
79
– –
-48,560
80
– –
-2,075
81
– –
-4,255
1 2 3
4