YMRC
Yorktown Management & Research Company Portfolio holdings
AUM
$105M
1-Year Return
37.67%
This Quarter Return
+8.39%
1 Year Return
+37.67%
3 Year Return
+167.05%
5 Year Return
+310.83%
10 Year Return
+518.39%
AUM
$186M
AUM Growth
+$444K
(+0.24%)
Cap. Flow
-$28.6M
Cap. Flow
% of AUM
-15.36%
Top 10 Holdings %
Top 10 Hldgs %
16.46%
Holding
321
New
25
Increased
35
Reduced
3
Closed
36
Top Buys
| 1 |
Broadridge
BR
|
+$1.06M |
| 2 |
Synchrony
SYF
|
+$972K |
| 3 |
Deere & Co
DE
|
+$918K |
| 4 |
Applied Industrial Technologies
AIT
|
+$914K |
| 5 |
Tyler Technologies
TYL
|
+$630K |
Top Sells
| 1 |
Apollo Global Management
APO
|
+$938K |
| 2 |
DuPont de Nemours
DD
|
+$594K |
| 3 |
C.H. Robinson
CHRW
|
+$424K |
| 4 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
+$397K |
| 5 |
MDSO
Medidata Solutions, Inc.
MDSO
|
+$302K |
Sector Composition
| 1 | Technology | 13.58% |
| 2 | Consumer Discretionary | 12.51% |
| 3 | Financials | 12.33% |
| 4 | Industrials | 11.39% |
| 5 | Energy | 7.9% |
