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
$267M
AUM Growth
-$461K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$14.9M
3
+$1.21M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.07M
5
TSLA icon
Tesla
TSLA
+$980K

Top Sells

1
+$19.6M
2
+$3.58M
3
+$3.27M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.54M
5
IGBH icon
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
+$2.01M

Sector Composition

1 Real Estate 6.47%
2 Technology 3.36%
3 Consumer Discretionary 2.18%
4 Consumer Staples 1.32%
5 Communication Services 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$479K 0.18%
1,480
-2,950
52
$476K 0.18%
519
+35
53
$472K 0.18%
2,031
54
$456K 0.17%
2,552
-197
55
$439K 0.16%
2,619
-790
56
$439K 0.16%
3,184
-1,252
57
$434K 0.16%
+730
58
$412K 0.15%
3,832
-51
59
$374K 0.14%
+1,621
60
$374K 0.14%
1,837
-1,891
61
$366K 0.14%
625
+87
62
$360K 0.13%
10,002
-4,852
63
$358K 0.13%
+13,078
64
$357K 0.13%
+6,594
65
$351K 0.13%
1,466
-48
66
$348K 0.13%
+5,349
67
$346K 0.13%
174
-106
68
$343K 0.13%
+1,186
69
$340K 0.13%
9,116
-10,302
70
$336K 0.13%
4,277
-10
71
$335K 0.13%
+2,952
72
$334K 0.13%
3,058
-2,854
73
$334K 0.13%
+1,495
74
$334K 0.13%
5,644
+30
75
$334K 0.13%
+21,684
1 2
3
4 5