DJYG
David J. Yvars Group Portfolio holdings
AUM
$171M
This Quarter Return
+12.79%
1 Year Return
+21.43%
3 Year Return
+126.29%
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
–
Cap. Flow
+$148M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.86%
Holding
79
New
79
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$15.2M |
| 2 |
Microsoft
MSFT
|
$11.6M |
| 3 |
NVIDIA
NVDA
|
$10.8M |
| 4 |
Amazon
AMZN
|
$10.3M |
| 5 |
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% |
