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
451
$482K 0.07%
+37,926
452
$482K 0.07%
4,223
-2,282
453
$480K 0.07%
+4,469
454
$479K 0.07%
18,475
+3,039
455
$473K 0.07%
2,011
-3,452
456
$472K 0.07%
+9,355
457
$471K 0.07%
3,786
-14,210
458
$469K 0.07%
+9,150
459
$468K 0.07%
4,060
+191
460
$466K 0.07%
+13,007
461
$463K 0.07%
6,762
-5,526
462
$461K 0.07%
+24,707
463
$460K 0.07%
27,892
-20,796
464
$460K 0.07%
41,077
+8,748
465
$459K 0.07%
14,749
-16,395
466
$458K 0.07%
29,103
+1,855
467
$456K 0.07%
13,056
-4,676
468
$454K 0.07%
+14,518
469
$453K 0.07%
+4,468
470
$452K 0.07%
+11,485
471
$452K 0.07%
28,553
+9,886
472
$450K 0.07%
48,730
+29,936
473
$450K 0.07%
6,242
-1,484
474
$449K 0.07%
+2,691
475
$447K 0.07%
+10,884
17 18
19
20 21