YMRC
Yorktown Management & Research Company Portfolio holdings
AUM
$120M
1-Year Est. Return
52.72%
This Fund
S&P 500
1 Year Est. Return
+52.72%
AUM
$120M
AUM Growth
-$5.54M
(-4.4%)
Holding
254
Top Buys
| 1 | +$1.5M | |
| 2 | +$662K | |
| 3 | +$618K | |
| 4 |
SUNB
Sunbelt Rentals Holdings
SUNB
|
+$576K |
| 5 |
Axos Financial
AX
|
+$547K |
Top Sells
| 1 | +$1.81M | |
| 2 | +$1.39M | |
| 3 | +$1.07M | |
| 4 |
Sportradar
SRAD
|
+$1M |
| 5 |
ARX
Accelerant Holdings
ARX
|
+$970K |
Sector Composition
| 1 | Industrials | 29.42% |
| 2 | Technology | 24.62% |
| 3 | Financials | 13.88% |
| 4 | Healthcare | 8.89% |
| 5 | Consumer Discretionary | 6.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Doximity
DOCS
$4.62B
| – | – |
-7,200
|
|
||
|
CYBR
252
DELISTED
CyberArk
CYBR
| – | – |
-4,050
|
|
||
253
BILL Holdings
BILL
$3.87B
| – | – |
-5,550
|
|
||
254
Asana
ASAN
$1.65B
| – | – |
-19,800
|
|