YIH

Y-Intercept (HK) Portfolio holdings

AUM $4.09B
1-Year Est. Return 5.6%
This Quarter Est. Return
1 Year Est. Return
+5.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$678M
AUM Growth
-$321M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,464
New
Increased
Reduced
Closed

Top Buys

1 +$4.37M
2 +$3.18M
3 +$2.98M
4
PCG icon
PG&E
PCG
+$2.91M
5
CRWD icon
CrowdStrike
CRWD
+$2.89M

Top Sells

1 +$13.1M
2 +$9.98M
3 +$7.99M
4
F icon
Ford
F
+$6.17M
5
AEP icon
American Electric Power
AEP
+$5.84M

Sector Composition

1 Technology 20.41%
2 Financials 14.02%
3 Healthcare 13.64%
4 Industrials 11.95%
5 Consumer Discretionary 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$901K 0.13%
+4,382
227
$900K 0.13%
23,356
-5,216
228
$899K 0.13%
9,130
-728
229
$895K 0.13%
2,873
-5,787
230
$894K 0.13%
38,937
+26,969
231
$894K 0.13%
+29,646
232
$892K 0.13%
+8,829
233
$888K 0.13%
58,200
+29,495
234
$883K 0.13%
83,969
+10,963
235
$882K 0.13%
13,937
+6,595
236
$882K 0.13%
+20,660
237
$880K 0.13%
3,740
-6,103
238
$879K 0.13%
3,812
-7,918
239
$878K 0.13%
+13,141
240
$877K 0.13%
+16,575
241
$877K 0.13%
+34,637
242
$872K 0.13%
+30,089
243
$871K 0.13%
+36,721
244
$869K 0.13%
66,831
-61,337
245
$867K 0.13%
+111,188
246
$860K 0.13%
+31,457
247
$858K 0.13%
12,492
+8,159
248
$857K 0.13%
70,207
+21,708
249
$850K 0.13%
23,521
+10,778
250
$850K 0.13%
+22,535