YCG
Yeomans Consulting Group Portfolio holdings
AUM
$341M
1-Year Est. Return
22.92%
1 Year Est. Return
+22.92%
AUM
$290M
AUM Growth
+$47.7M
(+20%)
Holding
128
Top Buys
| 1 | +$22.7M | |
| 2 | +$15.7M | |
| 3 | +$8.97M | |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$6.77M |
| 5 |
Dimensional International Small Cap Value ETF
DISV
|
+$6.35M |
Top Sells
| 1 | +$18.9M | |
| 2 | +$12.8M | |
| 3 | +$11.7M | |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$9.65M |
| 5 |
iShares US Utilities ETF
IDU
|
+$1.01M |
Sector Composition
| 1 | Technology | 4.36% |
| 2 | Consumer Discretionary | 2% |
| 3 | Consumer Staples | 1.7% |
| 4 | Communication Services | 1.64% |
| 5 | Financials | 1.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vistra
VST
$56.4B
| – | – |
-1,772
|
|
||
127
Walmart Inc
WMT
$954B
| – | – |
-2,115
|
|
||
128
Zscaler
ZS
$34.1B
| – | – |
-935
|
|