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
$201M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$22.1M
3
+$17.7M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$15.7M
5
VUG icon
Vanguard Growth ETF
VUG
+$14.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.63%
2 Consumer Staples 1.35%
3 Consumer Discretionary 1.22%
4 Financials 0.76%
5 Communication Services 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$355K 0.18%
+20,662
52
$334K 0.17%
+4,318
53
$322K 0.16%
+6,364
54
$320K 0.16%
+608
55
$274K 0.14%
+1,838
56
$264K 0.13%
+400
57
$264K 0.13%
+1,613
58
$257K 0.13%
+987
59
$253K 0.13%
+1,489
60
$243K 0.12%
+4,839
61
$241K 0.12%
+2,071
62
$226K 0.11%
+1,556
63
$224K 0.11%
+2,059
64
$223K 0.11%
+1,249
65
$208K 0.1%
+1,222
66
$202K 0.1%
+3,900
1 2
3