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
951
$1.26M 0.01%
45,102
+41
952
$1.26M 0.01%
19,185
-468
953
$1.26M 0.01%
68,851
954
$1.25M 0.01%
15,597
-253
955
$1.25M 0.01%
55,581
-556
956
$1.25M 0.01%
13,667
-475
957
$1.25M 0.01%
44,419
-836
958
$1.25M 0.01%
5,476
-31
959
$1.24M 0.01%
11,039
-337
960
$1.24M 0.01%
13,351
-382
961
$1.24M 0.01%
10,411
-209
962
$1.24M 0.01%
174,668
-5,760
963
$1.24M 0.01%
34,708
-753
964
$1.23M 0.01%
11,996
+39
965
$1.23M 0.01%
16,045
-20
966
$1.23M 0.01%
34,352
967
$1.22M 0.01%
29,193
-924
968
$1.22M 0.01%
10,916
-264
969
$1.22M 0.01%
4,995
-126
970
$1.22M 0.01%
10,109
-163
971
$1.22M 0.01%
16,146
-493
972
$1.22M 0.01%
89,296
973
$1.22M 0.01%
68,159
974
$1.22M 0.01%
7,200
+97
975
$1.21M 0.01%
12,146
-41
37 38
39
40 41