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
376
$586K 0.09%
+8,146
377
$585K 0.09%
+5,081
378
$583K 0.09%
+24,790
379
$583K 0.09%
+4,698
380
$582K 0.09%
+15,071
381
$581K 0.09%
+15,964
382
$579K 0.09%
11,361
-32,901
383
$576K 0.08%
+13,388
384
$576K 0.08%
3,791
-10,539
385
$576K 0.08%
+20,000
386
$572K 0.08%
+7,026
387
$572K 0.08%
+14,906
388
$571K 0.08%
+26,019
389
$571K 0.08%
+16,961
390
$570K 0.08%
+12,096
391
$566K 0.08%
+4,638
392
$563K 0.08%
11,676
-6,219
393
$563K 0.08%
+1,876
394
$561K 0.08%
+10,160
395
$560K 0.08%
4,614
-143
396
$560K 0.08%
4,910
-5,848
397
$559K 0.08%
+31,307
398
$556K 0.08%
23,174
+6,723
399
$555K 0.08%
+7,790
400
$554K 0.08%
1,427
-932
14 15
16
17 18