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
$2.33B
AUM Growth
-$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$5.6M
3
+$3.51M
4
PDD icon
Pinduoduo
PDD
+$2.62M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.59M

Top Sells

1
+$28M
2
+$4.38M
3
+$3.82M
4
XYZ
Block Inc
XYZ
+$3.44M
5
ACHR icon
Archer Aviation
ACHR
+$3.39M

Sector Composition

1 Technology 43.04%
2 Communication Services 15.6%
3 Consumer Discretionary 8.96%
4 Financials 5.15%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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-8,399
204
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-26,866
205
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-20,840
206
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-4,705
207
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-1,020
208
– –
-6,721
209
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-2,790
210
– –
-23,256
211
– –
-6,901
212
– –
-3,043
213
– –
-6,188
214
– –
-12,203
5 6 7 8
9