YMRC

Yorktown Management & Research Company Portfolio holdings

AUM $125M
1-Year Est. Return 44.24%
This Quarter Est. Return
1 Year Est. Return
+44.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1 +$28.5M
2 +$28.1M
3 +$20.8M
4
HYLD
High Yield ETF
HYLD
+$19.4M
5
SLRC icon
SLR Investment Corp
SLRC
+$13.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.64%
2 Real Estate 18.44%
3 Industrials 6.08%
4 Energy 3.18%
5 Utilities 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$100K 0.02%
+16,934
327
$86K 0.02%
+4,578