YCM

Yaupon Capital Management Portfolio holdings

AUM $1.51B
1-Year Est. Return 16.06%
This Quarter Est. Return
1 Year Est. Return
+16.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$8.94M
2 +$7.1M
3 +$6.91M
4
CVE icon
Cenovus Energy
CVE
+$5.83M
5
DAR icon
Darling Ingredients
DAR
+$5.21M

Top Sells

1 +$18.9M
2 +$11.1M
3 +$10.7M
4
VVV icon
Valvoline
VVV
+$8.87M
5
PSX icon
Phillips 66
PSX
+$8.2M

Sector Composition

1 Energy 46.45%
2 Utilities 15.09%
3 Industrials 9.95%
4 Financials 9.68%
5 Materials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-243,615
102
-300
103
0
104
-76,000
105
-49,939