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
$228M
AUM Growth
+$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$18.9M
3
+$13.7M
4
VT icon
Vanguard Total World Stock ETF
VT
+$6.56M
5
VUG icon
Vanguard Growth ETF
VUG
+$5.63M

Top Sells

1
+$17.7M
2
+$13.5M
3
+$9.45M
4
DFIV icon
Dimensional International Value ETF
DFIV
+$7.88M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.94M

Sector Composition

1 Technology 3.78%
2 Consumer Discretionary 1.25%
3 Consumer Staples 1.14%
4 Financials 0.9%
5 Communication Services 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-20,662
77
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78
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-876
79
– –
-4,839
80
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-234,879
81
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-10,967
82
– –
-3,502
83
– –
-1,249
84
– –
-1,069
1 2 3
4