YCM

Yost Capital Management Portfolio holdings

AUM $72.9M
1-Year Est. Return 44.34%
This Quarter Est. Return
1 Year Est. Return
+44.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.7M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$8.71M
2 +$5.27M
3 +$3.35M
4
CFR icon
Cullen/Frost Bankers
CFR
+$2.02M

Top Sells

1 +$13.3M
2 +$9.85M
3 +$7.33M
4
MPLX icon
MPLX
MPLX
+$3.62M

Sector Composition

1 Energy 41.6%
2 Communication Services 29.19%
3 Financials 18.8%
4 Industrials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$19.9M 23.78%
2,095,100
+352,300
2
$15.7M 18.8%
177,700
+22,770
3
$14.9M 17.81%
773,830
+273,830
4
$14.4M 17.26%
217,760
-110,560
5
$9.98M 11.93%
56,060
-55,340
6
$8.71M 10.41%
+354,870
7
-180,700
8
-112,530