YC

Yarbrough Capital Portfolio holdings

AUM $3.21B
1-Year Est. Return 33.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.21B
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$9.84M
2 +$4.39M
3 +$4.36M
4
XPEV icon
XPeng
XPEV
+$4.12M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$3.8M

Top Sells

1 +$38.3M
2 +$17.6M
3 +$12.4M
4
CRM icon
Salesforce
CRM
+$7.94M
5
HD icon
Home Depot
HD
+$7.51M

Sector Composition

1 Technology 44.13%
2 Communication Services 19.04%
3 Consumer Discretionary 7.81%
4 Financials 5.13%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GDLC
176
Grayscale CoinDesk Crypto 5 ETF
GDLC
$528M
-222,000