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
1051
$1.08M 0.01%
28,062
-818
1052
$1.07M 0.01%
11,550
-284
1053
$1.07M 0.01%
6,992
-153
1054
$1.07M 0.01%
42,235
-1,212
1055
$1.07M 0.01%
82,503
-2,300
1056
$1.06M 0.01%
21,938
-591
1057
$1.06M 0.01%
41,468
-4,249
1058
$1.06M 0.01%
8,965
-278
1059
$1.06M 0.01%
21,125
-1,066
1060
$1.05M 0.01%
36,654
+43
1061
$1.05M 0.01%
25,740
-859
1062
$1.05M 0.01%
38,450
-1,122
1063
$1.05M 0.01%
12,385
-315
1064
$1.05M 0.01%
29,030
-941
1065
$1.04M 0.01%
60,536
-1,779
1066
$1.04M 0.01%
14,601
-418
1067
$1.04M 0.01%
58,490
-1,203
1068
$1.03M 0.01%
19,394
+710
1069
$1.03M 0.01%
33,142
-866
1070
$1.02M 0.01%
7,705
-256
1071
$1.02M 0.01%
96,444
1072
$1.02M 0.01%
42,119
-1,151
1073
$1.02M 0.01%
9,922
1074
$1.02M 0.01%
25,994
-264
1075
$1.02M 0.01%
37,286
-2,855
41 42
43
44 45