You can't apply the YTD return % to most of their top 10 holdings. They just did a rotation into many of them and have not held them very long. They got into HPQ a couple years ago at the right time. I think they just made a move on PFE, beaten down and pays a 5.5% div.
Note that DODGX will be paying a $12 distribution in Dec because they sold off some of their holdings. Sucks cuz my shares are in a taxable account.