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
+$8.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$11M
3
+$8.79M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$2.77M
5
CVNA icon
Carvana
CVNA
+$649K

Top Sells

1
+$13.9M
2
+$8.73M
3
+$8.46M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.08M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.49M

Sector Composition

1 Technology 3.31%
2 Consumer Discretionary 1.75%
3 Consumer Staples 1.62%
4 Communication Services 1.04%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,534
102
– –
-4,319
103
– –
-1,799
104
– –
-7,152
105
– –
-2,528
1 2 3 4
5