YMRC
Yorktown Management & Research Company Portfolio holdings
AUM
$105M
1-Year Return
37.67%
This Quarter Return
+9.6%
1 Year Return
+37.67%
3 Year Return
+167.05%
5 Year Return
+310.83%
10 Year Return
+518.39%
AUM
$93M
AUM Growth
+$311K
(+0.34%)
Cap. Flow
-$5.09M
Cap. Flow
% of AUM
-5.47%
Top 10 Holdings %
Top 10 Hldgs %
12.65%
Holding
218
New
23
Increased
10
Reduced
38
Closed
18
Top Buys
| 1 |
Iridium Communications
IRDM
|
+$485K |
| 2 |
Terex
TEX
|
+$479K |
| 3 |
Veeva Systems
VEEV
|
+$477K |
| 4 |
Core & Main
CNM
|
+$417K |
| 5 |
Zoom
ZM
|
+$407K |
Top Sells
| 1 |
Sanmina
SANM
|
+$1.18M |
| 2 |
TA
TravelCenters of America LLC
TA
|
+$804K |
| 3 |
Wintrust Financial
WTFC
|
+$540K |
| 4 |
LPL Financial
LPLA
|
+$500K |
| 5 |
Gogo Inc
GOGO
|
+$499K |
Sector Composition
| 1 | Technology | 27.26% |
| 2 | Industrials | 17.3% |
| 3 | Consumer Discretionary | 12.6% |
| 4 | Healthcare | 10.61% |
| 5 | Financials | 9.95% |
