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
401
$553K 0.08%
1,669
-3,436
402
$551K 0.08%
4,057
+868
403
$550K 0.08%
22,687
+8,652
404
$550K 0.08%
+22,759
405
$549K 0.08%
7,102
-28,694
406
$545K 0.08%
+6,541
407
$543K 0.08%
4,842
+2,714
408
$542K 0.08%
+5,148
409
$542K 0.08%
+8,115
410
$541K 0.08%
15,524
+5,185
411
$540K 0.08%
+9,736
412
$538K 0.08%
25,499
-113,439
413
$536K 0.08%
+25,339
414
$536K 0.08%
42,850
-20,006
415
$535K 0.08%
15,655
-5,559
416
$532K 0.08%
8,449
+802
417
$531K 0.08%
+56,955
418
$525K 0.08%
+46,556
419
$522K 0.08%
12,794
-3,768
420
$521K 0.08%
4,337
-651
421
$519K 0.08%
59,942
+31,006
422
$513K 0.08%
+6,676
423
$510K 0.08%
+36,539
424
$509K 0.08%
+10,135
425
$508K 0.07%
+8,376
15 16
17
18 19