YCM
Yousif Capital Management Portfolio holdings
AUM
$9.28B
1-Year Return
21.58%
This Quarter Return
+8.47%
1 Year Return
+21.58%
3 Year Return
+92.03%
5 Year Return
–
10 Year Return
–
AUM
$8.22B
AUM Growth
+$539M
(+7%)
Cap. Flow
+$35.4M
Cap. Flow
% of AUM
0.43%
Top 10 Holdings %
Top 10 Hldgs %
20.15%
Holding
2,008
New
40
Increased
553
Reduced
1,197
Closed
39
Top Buys
| 1 |
Palo Alto Networks
PANW
|
+$10.7M |
| 2 |
Microsoft
MSFT
|
+$6.77M |
| 3 |
Crown Holdings
CCK
|
+$5.02M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$5.01M |
| 5 |
Amazon
AMZN
|
+$4.56M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$11.3M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$6.86M |
| 3 |
Axon Enterprise
AXON
|
+$3.67M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
+$3.4M |
| 5 |
Crane NXT
CXT
|
+$2.61M |
Sector Composition
| 1 | Technology | 23.16% |
| 2 | Financials | 12.24% |
| 3 | Healthcare | 12.19% |
| 4 | Industrials | 11.05% |
| 5 | Consumer Discretionary | 10.81% |
