YIH

Y-Intercept (HK) Portfolio holdings

AUM $4.17B
1-Year Est. Return 5.76%
This Quarter Est. Return
1 Year Est. Return
+5.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$550M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,013
New
Increased
Reduced
Closed

Top Buys

1 +$4.93M
2 +$4.8M
3 +$4.72M
4
NKE icon
Nike
NKE
+$4.65M
5
TRI icon
Thomson Reuters
TRI
+$4.55M

Top Sells

1 +$12.2M
2 +$8.97M
3 +$5.32M
4
QCOM icon
Qualcomm
QCOM
+$4.48M
5
UNH icon
UnitedHealth
UNH
+$4.44M

Sector Composition

1 Technology 17.07%
2 Healthcare 13.82%
3 Consumer Discretionary 11.58%
4 Financials 11.49%
5 Industrials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$514K 0.09%
+5,648
327
$508K 0.09%
3,343
+622
328
$506K 0.09%
+17,412
329
$503K 0.09%
+25,510
330
$502K 0.09%
+5,633
331
$501K 0.09%
10,216
+1,786
332
$501K 0.09%
+34,047
333
$500K 0.09%
+9,978
334
$497K 0.09%
+7,081
335
$495K 0.09%
+8,427
336
$494K 0.09%
7,703
+481
337
$494K 0.09%
+4,032
338
$490K 0.09%
8,208
-4,115
339
$489K 0.09%
+36,016
340
$488K 0.09%
+25,432
341
$487K 0.09%
+6,057
342
$487K 0.09%
5,426
+2,450
343
$485K 0.09%
+3,953
344
$483K 0.09%
+5,950
345
$477K 0.09%
+9,861
346
$475K 0.09%
+6,114
347
$474K 0.09%
+13,413
348
$472K 0.09%
+1,096
349
$469K 0.09%
+9,868
350
$462K 0.08%
+2,683