YIH

Y-Intercept (HK) Portfolio holdings

AUM $4.47B
1-Year Est. Return 8.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.09B
AUM Growth
+$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,105
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$35.1M
3
+$30.4M
4
NU icon
Nu Holdings
NU
+$27.8M
5
ED icon
Consolidated Edison
ED
+$26.1M

Top Sells

1
+$17M
2
+$16.2M
3
+$16.1M
4
NOW icon
ServiceNow
NOW
+$13.3M
5
WMT icon
Walmart Inc
WMT
+$10.8M

Sector Composition

1 Technology 15.87%
2 Industrials 14.69%
3 Financials 14.36%
4 Healthcare 12.68%
5 Consumer Discretionary 12.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.82M 0.07%
14,280
+11,677
452
$2.81M 0.07%
93,930
-7,037
453
$2.81M 0.07%
92,328
+51,713
454
$2.8M 0.07%
+14,167
455
$2.8M 0.07%
+40,883
456
$2.79M 0.07%
+17,048
457
$2.79M 0.07%
+14,135
458
$2.79M 0.07%
+8,891
459
$2.77M 0.07%
+303,888
460
$2.76M 0.07%
+99,437
461
$2.76M 0.07%
317,589
+260,947
462
$2.74M 0.07%
+179,514
463
$2.73M 0.07%
477,005
+343,860
464
$2.73M 0.07%
+20,034
465
$2.72M 0.07%
+313,393
466
$2.72M 0.07%
+312,560
467
$2.72M 0.07%
+8,057
468
$2.72M 0.07%
+4,933
469
$2.71M 0.07%
+392,232
470
$2.68M 0.07%
21,891
+16,908
471
$2.68M 0.07%
42,179
+31,682
472
$2.68M 0.07%
344,112
+304,344
473
$2.68M 0.07%
+96,402
474
$2.65M 0.06%
76,709
+51,948
475
$2.65M 0.06%
18,546
+14,059
17 18
19
20 21