YCM

Yousif Capital Management Portfolio holdings

AUM $9.12B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.61B
AUM Growth
-$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,951
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.07M
3
+$6.78M
4
ERIE icon
Erie Indemnity
ERIE
+$6.36M
5
ES icon
Eversource Energy
ES
+$6.2M

Top Sells

1
+$10.9M
2
+$8.44M
3
+$5.76M
4
EXE
Expand Energy Corp
EXE
+$5.27M
5
NVDA icon
NVIDIA
NVDA
+$3.36M

Sector Composition

1 Technology 24.18%
2 Financials 14.67%
3 Healthcare 10.26%
4 Consumer Discretionary 10.02%
5 Industrials 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.42M 0.03%
21,494
+50
602
$2.42M 0.03%
28,707
-778
603
$2.42M 0.03%
26,694
-794
604
$2.41M 0.03%
37,813
-9
605
$2.41M 0.03%
227,994
-4,915
606
$2.4M 0.03%
4,288
-83
607
$2.4M 0.03%
215,156
+11,133
608
$2.4M 0.03%
24,549
-683
609
$2.38M 0.03%
58,108
-1,219
610
$2.38M 0.03%
69,490
-1,741
611
$2.38M 0.03%
22,197
-445
612
$2.37M 0.03%
78,294
-8,747
613
$2.37M 0.03%
15,044
-311
614
$2.37M 0.03%
24,904
+692
615
$2.35M 0.03%
23,283
+7,694
616
$2.35M 0.03%
37,156
-727
617
$2.35M 0.03%
29,201
-687
618
$2.34M 0.03%
6,347
-112
619
$2.34M 0.03%
50,016
-1,573
620
$2.33M 0.03%
119,902
+884
621
$2.33M 0.03%
22,019
-495
622
$2.33M 0.03%
16,170
-568
623
$2.32M 0.03%
34,277
-1,066
624
$2.32M 0.03%
69,104
-4,654
625
$2.32M 0.03%
136,575
+12,584
23 24
25
26 27