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
1101
$968K 0.01%
5,564
-151
1102
$965K 0.01%
4,170
+208
1103
$962K 0.01%
17,292
+783
1104
$960K 0.01%
29,009
-824
1105
$957K 0.01%
15,603
-414
1106
$954K 0.01%
46,475
-1,063
1107
$954K 0.01%
18,090
-1,008
1108
$952K 0.01%
30,528
-1,387
1109
$952K 0.01%
92,920
+1,416
1110
$951K 0.01%
24,147
-562
1111
$950K 0.01%
27,580
-713
1112
$949K 0.01%
10,768
-225
1113
$946K 0.01%
8,286
-35
1114
$945K 0.01%
21,855
-539
1115
$941K 0.01%
22,751
1116
$939K 0.01%
32,251
-939
1117
$939K 0.01%
3,544
+119
1118
$936K 0.01%
20,532
-485
1119
$931K 0.01%
19,228
-501
1120
$931K 0.01%
93,092
-3,241
1121
$930K 0.01%
11,125
-230
1122
$930K 0.01%
17,600
-564
1123
$927K 0.01%
15,057
+1,164
1124
$927K 0.01%
30,623
-744
1125
$923K 0.01%
26,421
-2,025
43 44
45
46 47