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
-$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$29.5M
2
+$19.5M
3
+$19M
4
COWG icon
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
+$11M
5
VT icon
Vanguard Total World Stock ETF
VT
+$6.7M

Top Sells

1
+$18M
2
+$14.7M
3
+$14.5M
4
BDN
Brandywine Realty Trust
BDN
+$13.2M
5
VUG icon
Vanguard Growth ETF
VUG
+$7.55M

Sector Composition

1 Technology 2.19%
2 Consumer Staples 1.26%
3 Consumer Discretionary 1.16%
4 Communication Services 0.95%
5 Financials 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-7,386
102
– –
-273
103
– –
-2,552
104
– –
-2,426
105
– –
-4,936
106
– –
-2,952
107
– –
-3,184
108
– –
-8,334
109
– –
-6,594
1 2 3 4
5