YCG
Yeomans Consulting Group Portfolio holdings
AUM
$242M
This Quarter Return
+10.19%
1 Year Return
+18.24%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$201M
AUM Growth
–
Cap. Flow
+$201M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.34%
Holding
66
New
66
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$33.9M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$22.1M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$17.7M |
| 4 |
Invesco Senior Loan ETF
BKLN
|
$15.7M |
| 5 |
Vanguard Growth ETF
VUG
|
$14.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.63% |
| 2 | Consumer Staples | 1.35% |
| 3 | Consumer Discretionary | 1.22% |
| 4 | Financials | 0.76% |
| 5 | Communication Services | 0.59% |
