YCM

Yaupon Capital Management Portfolio holdings

AUM $2.04B
1-Year Est. Return 26.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
+$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$64.2M
2 +$49M
3 +$43.7M
4
CAT icon
Caterpillar
CAT
+$35.1M
5
WMB icon
Williams Companies
WMB
+$31.7M

Top Sells

1 +$47.5M
2 +$43.4M
3 +$36.7M
4
HES
Hess
HES
+$35.2M
5
CSX icon
CSX Corp
CSX
+$33.8M

Sector Composition

1 Energy 47.85%
2 Utilities 32.82%
3 Industrials 10.2%
4 Technology 4.09%
5 Materials 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PPTA
151
Perpetua Resources
PPTA
$4.01B
-201,554