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
676
$1.72M 0.04%
+88,539
677
$1.7M 0.04%
+50,420
678
$1.7M 0.04%
8,105
-6,344
679
$1.7M 0.04%
+23,499
680
$1.7M 0.04%
5,048
+952
681
$1.7M 0.04%
+79,698
682
$1.69M 0.04%
+10,010
683
$1.69M 0.04%
+42,182
684
$1.68M 0.04%
16,693
-17,508
685
$1.68M 0.04%
+9,269
686
$1.68M 0.04%
+16,312
687
$1.67M 0.04%
17,293
+5,985
688
$1.66M 0.04%
+51,309
689
$1.66M 0.04%
+6,823
690
$1.66M 0.04%
79,485
+59,033
691
$1.65M 0.04%
+59,564
692
$1.63M 0.04%
+40,568
693
$1.63M 0.04%
+9,344
694
$1.63M 0.04%
47,604
+13,655
695
$1.63M 0.04%
+7,008
696
$1.62M 0.04%
+51,663
697
$1.62M 0.04%
+23,785
698
$1.62M 0.04%
+60,837
699
$1.61M 0.04%
71,159
+43,746
700
$1.61M 0.04%
76,604
+43,398
26 27
28
29 30