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
876
$139K 0.02%
+14,310
877
$138K 0.02%
+28,641
878
$134K 0.02%
+16,403
879
$133K 0.02%
+22,618
880
$133K 0.02%
+15,102
881
$131K 0.02%
+12,405
882
$127K 0.02%
675
+290
883
$127K 0.02%
50,770
-2,877
884
$124K 0.02%
+10,193
885
$123K 0.02%
+11,187
886
$121K 0.02%
+125,502
887
$116K 0.02%
+12,398
888
$115K 0.02%
+26,978
889
$110K 0.02%
15,432
-23,269
890
$99.6K 0.01%
+10,322
891
$99.4K 0.01%
+16,161
892
$94.4K 0.01%
+23,071
893
$93K 0.01%
+10,464
894
$91.4K 0.01%
+10,702
895
$90.2K 0.01%
12,902
-4,441
896
$89.9K 0.01%
+11,662
897
$87.8K 0.01%
+12,421
898
$86.2K 0.01%
+11,001
899
$80.8K 0.01%
+34,673
900
$80.3K 0.01%
+10,208
34 35
36
37 38