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
1776
– –
-7,659
1777
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-7,508
1778
– –
-42,766
1779
– –
-505
1780
– –
-5,389
1781
– –
-6,547
1782
– –
-10,013
1783
– –
-3,549
1784
– –
-6,325
1785
– –
-15,139
1786
– –
-920
1787
– –
-1,306
1788
– –
-8,808
1789
– –
-9,648
1790
– –
-6,752
1791
– –
-2,155
1792
– –
-16,733
1793
– –
-7,455
1794
– –
-3,695
1795
– –
-20,844
1796
– –
-9,382
1797
– –
-7,158
1798
– –
-30,315
1799
– –
-13,634
1800
– –
-20,905
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