PAYA

Phil A. Younker & Associates Portfolio holdings

AUM $101M
This Quarter Return
+0.89%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$102M
AUM Growth
+$1.54M
Cap. Flow
+$1.02M
Cap. Flow %
1%
Top 10 Hldgs %
86.78%
Holding
31
New
3
Increased
9
Reduced
12
Closed
1
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$283K0.28%
+1,661
New
+$283K
$237K0.23% 675
$221K0.22%
+766
New
+$221K
$8.87K0.01% 10,000
$6.32K0.01% 10,000
-2,850
Closed
-$257K