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
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$18M
3
+$11.8M
4
SLV icon
iShares Silver Trust
SLV
+$8.73M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.61M

Top Sells

1
+$18.5M
2
+$16.6M
3
+$3.78M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.04M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.98M

Sector Composition

1 Technology 3.12%
2 Consumer Staples 1.55%
3 Consumer Discretionary 1.27%
4 Industrials 1.25%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,398
102
– –
-12,146
103
– –
-4,185
104
– –
-1,654
105
– –
-1,658
1 2 3 4
5