YMRC

Yorktown Management & Research Company Portfolio holdings

AUM $125M
1-Year Est. Return 38.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+38.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$604M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$6.69M
3
+$6.62M
4
KMI icon
Kinder Morgan
KMI
+$6.54M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.53M

Top Sells

1
+$11.7M
2
+$5.22M
3
+$4.33M
4
CVX icon
Chevron
CVX
+$4.21M
5
STWD icon
Starwood Property Trust
STWD
+$3.25M

Sector Composition

1 Financials 17.95%
2 Real Estate 16.11%
3 Industrials 5.48%
4 Communication Services 4.75%
5 Technology 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
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