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
626
$2.32M 0.03%
32,454
-895
627
$2.31M 0.03%
27,248
-346
628
$2.31M 0.03%
108,997
-2,885
629
$2.3M 0.03%
24,887
-260
630
$2.3M 0.03%
78,203
-2,629
631
$2.3M 0.03%
16,298
-327
632
$2.29M 0.03%
14,560
-372
633
$2.28M 0.03%
16,878
-567
634
$2.28M 0.03%
581,643
-57,865
635
$2.28M 0.03%
6,763
-140
636
$2.28M 0.03%
30,998
-4,845
637
$2.28M 0.03%
19,543
-560
638
$2.27M 0.03%
69,686
+2,920
639
$2.27M 0.03%
37,762
-997
640
$2.27M 0.03%
10,044
-295
641
$2.26M 0.03%
11,426
-3,219
642
$2.26M 0.03%
11,874
+724
643
$2.25M 0.03%
12,961
-278
644
$2.25M 0.03%
25,571
-391
645
$2.24M 0.03%
29,853
-552
646
$2.23M 0.03%
105,002
-100
647
$2.23M 0.03%
4,745
-138
648
$2.23M 0.03%
41,191
649
$2.23M 0.03%
110,198
-1,928
650
$2.23M 0.03%
25,184
-833
24 25
26
27 28