tiprankstipranks

Youngs Advisory Group, Inc. - John Youngs

Youngs Advisory Group, Inc. a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
32 Followers
tipranks
John Youngs

John Youngs
Youngs Advisory Group, Inc.

Hedge Fund Manager
Ranked #175 out of 483 Hedge Fund Managers

Portfolio Gain

+74.93%
Since Jun 2013

Sharpe Ratio

1.41
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$199.62M
John Youngs manages more assets than 7% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+9.18%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
80.47% General
8.24% Basic Materials
5.44% Technology
2.58% Financial
1.18% Consumer Cyclical
1.13% Communication Services
0.40% Energy
0.26% Healthcare
0.12% Industrial Goods
0.10% Consumer Defensive
0.00% Utilities
A breakdown of Youngs Advisory Group, Inc.'s portfolio by sector

Youngs Advisory Group, Inc. Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Orion Engineered
Not Changed
Basic Materials
$23.90
($19.32-$28.48)
-16.41%
0.00%
831.90K
0.42%
Jacobs Solutions
Not Changed
Industrial Goods
$130.94
($120.71-$141.16)
+13.08%
0.00%
241.69K
0.12%
iShares Russell 1000 Growth ETF
Not Changed
General
$280.68
($256.01-$305.35)
+8.92%
0.00%
244.35K
0.12%
Invesco S&P 500 Equal Weight Technology ETF
Not Changed
General
$29.50
($26.09-$32.92)
+4.78%
0.00%
236.64K
0.12%
C3ai
Not Changed
Technology
$28.59
($23.27-$33.91)
+0.66%
0.00%
2.90M
1.45%
AstraZeneca
Not Changed
Healthcare
$66.33
($61.73-$70.94)
-0.63%
0.00%
213.43K
0.11%
Coca-Cola
New
Consumer Defensive
$55.80
($51.55-$60.04)
+3.02%
+100.00%
205.90K
0.10%
Essential Utilities
Sold Out
Utilities
$35.06
($32.07-$38.05)
-7.69%
-100.00%
0.00
0.00%
McDonald's
Added
Consumer Cyclical
$271.29
($245.73-$296.85)
+0.21%
+0.08%
372.42K
0.19%
PNC Financial
New
Financial
$132.81
($109.40-$156.21)
-5.50%
+100.00%
392.85K
0.19%
See a list of Youngs Advisory Group, Inc.'s holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Youngs Advisory Group, Inc.'s performance with other Hedge Funds and the S&P 500

Youngs Advisory Group, Inc. activity FAQ

What is Youngs Advisory Group, Inc.’s portfolio gain since Jun 2013?
Youngs Advisory Group, Inc.’s portfolio gain since Jun 2013 was 74.93%.
    What is Youngs Advisory Group, Inc.’s Sharpe Ratio?
    Youngs Advisory Group, Inc.’s Sharpe Ratio is 1.41.
      What is Youngs Advisory Group, Inc.’s portfolio value?
      Youngs Advisory Group, Inc.’s portfolio value is $199.62M.
        What is Youngs Advisory Group, Inc.’s average return since the fund’s last 13F filing?
        Youngs Advisory Group, Inc.’s average return since the fund’s last 13F filing is 1.69%.
          What was Youngs Advisory Group, Inc.’s average return in the last 12 months?
          Youngs Advisory Group, Inc.’s average return in the last 12 months was 13.37%.
            What was Youngs Advisory Group, Inc.’s average return in the last 3 years?
            Youngs Advisory Group, Inc.’s average return in the last 3 years was 9.18%.
              When was the most recent most recent 13F form submitted by Youngs Advisory Group, Inc.?
              Youngs Advisory Group, Inc.'s most recent 13F form was submitted on Dec 31, 2023.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is John Youngs Net Worth?
                  John Youngs is Managing Youngs Advisory Group, Inc. which has a net worth of $199.62M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of John Youngs and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.