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
$127M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$15.1M
2 +$10.9M
3 +$9.53M
4
LYV icon
Live Nation Entertainment
LYV
+$4.52M
5
KBR icon
KBR
KBR
+$1.52M

Top Sells

1 +$4.76M
2 +$4.54M
3 +$2.05M

Sector Composition

1 Energy 25.46%
2 Communication Services 23.23%
3 Financials 22.27%
4 Consumer Staples 11.84%
5 Industrials 9.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$20.1M 15.79%
280,967
+63,207
2
$18.3M 14.37%
613,830
-160,000
3
$17.4M 13.67%
177,700
4
$15.1M 11.84%
+590,000
5
$14.1M 11.09%
1,584,900
-510,200
6
$12.3M 9.71%
404,870
+50,000
7
$10.9M 8.6%
+230,000
8
$9.53M 7.49%
+29,600
9
$9.45M 7.44%
46,060
-10,000