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
801
$1.68M 0.02%
53,431
-1,578
802
$1.68M 0.02%
51,200
-1,678
803
$1.68M 0.02%
20,941
+3
804
$1.68M 0.02%
27,291
805
$1.68M 0.02%
14,024
-183
806
$1.68M 0.02%
79,011
-185
807
$1.68M 0.02%
42,909
-671
808
$1.68M 0.02%
22,797
-469
809
$1.67M 0.02%
41,660
-1,126
810
$1.67M 0.02%
8,477
-221
811
$1.67M 0.02%
80,852
-1,884
812
$1.67M 0.02%
46,077
-1,115
813
$1.67M 0.02%
21,370
-510
814
$1.66M 0.02%
21,818
-443
815
$1.66M 0.02%
30,996
-582
816
$1.66M 0.02%
10,871
-204
817
$1.65M 0.02%
123,014
-3,039
818
$1.65M 0.02%
22,998
-449
819
$1.65M 0.02%
57,190
-1,002
820
$1.65M 0.02%
53,850
+178
821
$1.65M 0.02%
10,378
-76
822
$1.65M 0.02%
13,040
-4
823
$1.64M 0.02%
53,245
-1,044
824
$1.64M 0.02%
244,926
825
$1.63M 0.02%
14,650
-451
31 32
33
34 35