YCG

Yeomans Consulting Group Portfolio holdings

AUM $290M
1-Year Est. Return 21.22%
This Quarter Est. Return
1 Year Est. Return
+21.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
-$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$19.5M
3
+$19M
4
COWG icon
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
+$11M
5
VT icon
Vanguard Total World Stock ETF
VT
+$6.7M

Top Sells

1
+$18M
2
+$14.7M
3
+$14.5M
4
BDN
Brandywine Realty Trust
BDN
+$13.2M
5
VUG icon
Vanguard Growth ETF
VUG
+$7.55M

Sector Composition

1 Technology 2.19%
2 Consumer Staples 1.26%
3 Consumer Discretionary 1.16%
4 Communication Services 0.95%
5 Financials 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.05M 0.79%
9,229
+199
27
$1.81M 0.7%
36,209
+1,712
28
$1.7M 0.66%
4,644
-1,092
29
$1.35M 0.52%
3,595
-361
30
$1.35M 0.52%
53,382
+2,834
31
$1.12M 0.43%
21,956
+508
32
$1.12M 0.43%
44,511
+1,839
33
$847K 0.33%
9,208
-5,658
34
$746K 0.29%
2,999
+747
35
$716K 0.28%
+2,686
36
$656K 0.25%
6,056
-1,903
37
$587K 0.23%
6,290
-750
38
$569K 0.22%
2,990
-8
39
$499K 0.19%
11,738
-1,721
40
$469K 0.18%
3,036
+54
41
$419K 0.16%
2,031
42
$416K 0.16%
782
-385
43
$372K 0.14%
1,518
+52
44
$363K 0.14%
629
+4
45
$360K 0.14%
1,027
+29
46
$352K 0.14%
5,707
+63
47
$348K 0.13%
368
-151
48
$334K 0.13%
1,995
-1,862
49
$321K 0.12%
11,366
-235
50
$320K 0.12%
611
-19
1
2
3 4 5