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
726
$1.95M 0.02%
65,273
-1,401
727
$1.94M 0.02%
27,850
-701
728
$1.93M 0.02%
7,244
-243
729
$1.93M 0.02%
12,837
-264
730
$1.92M 0.02%
9,438
-222
731
$1.92M 0.02%
14,250
-300
732
$1.92M 0.02%
16,523
-873
733
$1.92M 0.02%
41,650
-798
734
$1.92M 0.02%
12,337
-409
735
$1.91M 0.02%
82,085
-1,937
736
$1.91M 0.02%
23,355
-569
737
$1.9M 0.02%
62,700
-1,547
738
$1.9M 0.02%
20,792
-516
739
$1.9M 0.02%
52,962
-1,270
740
$1.89M 0.02%
39,001
741
$1.88M 0.02%
36,401
-1,053
742
$1.88M 0.02%
24,104
+92
743
$1.88M 0.02%
46,455
-15,190
744
$1.87M 0.02%
+82,854
745
$1.87M 0.02%
21,233
-311
746
$1.87M 0.02%
14,071
-155
747
$1.86M 0.02%
19,662
-428
748
$1.86M 0.02%
136,367
-51,665
749
$1.86M 0.02%
31,185
-1,535
750
$1.84M 0.02%
22,941
-1,253
28 29
30
31 32