YCM

Yousif Capital Management Portfolio holdings

AUM $9.12B
1-Year Est. Return 24.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.87%
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
1751
$56.5K ﹤0.01%
16,428
1752
$53K ﹤0.01%
17,210
1753
$51.4K ﹤0.01%
11,217
1754
$48.3K ﹤0.01%
11,928
1755
$41K ﹤0.01%
23,272
1756
$34.5K ﹤0.01%
11,085
1757
$26.2K ﹤0.01%
1,084
+30
1758
– –
-6,571
1759
– –
-7,868
1760
– –
-9,086
1761
– –
-8,774
1762
– –
-11,782
1763
– –
-24,927
1764
– –
-376,888
1765
– –
-19,519
1766
– –
-48,495
1767
– –
-17,418
1768
– –
-18,075
1769
– –
-3
1770
– –
-5,722
1771
– –
-7,438
1772
– –
-20,466
1773
– –
-24,542
1774
– –
-34,610
1775
– –
-14,460
69 70
71
72 73