YEPI

Yorktown Energy Partners IX Portfolio holdings

AUM $57.5M
1-Year Est. Return 3.63%
This Quarter Est. Return
1 Year Est. Return
+3.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Materials 86.27%
2 Energy 13.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$156M 86.27%
11,844,371
2
$24.8M 13.73%
5,321,311