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
1076
$1.02M 0.01%
32,598
+2,325
1077
$1.02M 0.01%
32,284
-25,395
1078
$1.02M 0.01%
18,256
-413
1079
$1.02M 0.01%
26,284
-285
1080
$1.01M 0.01%
16,092
-360
1081
$1.01M 0.01%
14,699
-351
1082
$1.01M 0.01%
16,736
-373
1083
$1.01M 0.01%
38,786
+1,413
1084
$1.01M 0.01%
17,083
-70
1085
$1.01M 0.01%
16,314
-874
1086
$1.01M 0.01%
11,839
-308
1087
$1.01M 0.01%
25,812
-640
1088
$1M 0.01%
52,597
-545
1089
$1M 0.01%
6,954
-183
1090
$995K 0.01%
16,976
-160
1091
$994K 0.01%
7,849
-45
1092
$993K 0.01%
4,592
-96
1093
$993K 0.01%
32,750
-909
1094
$992K 0.01%
17,087
+341
1095
$992K 0.01%
65,393
-372
1096
$990K 0.01%
62,536
+914
1097
$988K 0.01%
61,767
-1,660
1098
$985K 0.01%
15,723
-379
1099
$982K 0.01%
39,458
-1,064
1100
$979K 0.01%
19,382
-556
42 43
44
45 46