YC

Yarbrough Capital Portfolio holdings

AUM $3.21B
1-Year Est. Return 33.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.8B
AUM Growth
+$475M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$20.8M
3
+$13.7M
4
META icon
Meta Platforms (Facebook)
META
+$10.7M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$9.19M

Top Sells

1
+$6.09M
2
+$6.01M
3
+$2.87M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$2.47M
5
XSD icon
State Street SPDR S&P Semiconductor ETF
XSD
+$2.1M

Sector Composition

1 Technology 43.63%
2 Communication Services 16.19%
3 Consumer Discretionary 8.47%
4 Financials 5.45%
5 Energy 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
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