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
1001
$1.18M 0.01%
19,309
-231
1002
$1.17M 0.01%
134,639
+2,061
1003
$1.17M 0.01%
20,202
-769
1004
$1.17M 0.01%
33,832
-697
1005
$1.16M 0.01%
78,186
-1,976
1006
$1.16M 0.01%
15,634
-389
1007
$1.16M 0.01%
25,135
-760
1008
$1.16M 0.01%
31,142
-899
1009
$1.15M 0.01%
6,584
-201
1010
$1.15M 0.01%
60,038
-1,693
1011
$1.15M 0.01%
13,058
-325
1012
$1.15M 0.01%
18,237
-502
1013
$1.15M 0.01%
46,857
-1,629
1014
$1.14M 0.01%
73,895
-27,195
1015
$1.14M 0.01%
54,298
+1,628
1016
$1.13M 0.01%
29,759
-869
1017
$1.13M 0.01%
20,160
-520
1018
$1.13M 0.01%
19,544
-226
1019
$1.13M 0.01%
26,248
-745
1020
$1.13M 0.01%
24,593
-731
1021
$1.12M 0.01%
17,702
-572
1022
$1.12M 0.01%
136,849
+2,378
1023
$1.12M 0.01%
21,661
-682
1024
$1.12M 0.01%
15,895
-384
1025
$1.12M 0.01%
9,306
-237
39 40
41
42 43