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
901
$79.7K 0.01%
1,671
-2,561
902
$77.4K 0.01%
+23,049
903
$77.4K 0.01%
+12,530
904
$77.2K 0.01%
28,289
+17,260
905
$75.6K 0.01%
+14,912
906
$72.6K 0.01%
+16,796
907
$70.8K 0.01%
+16,389
908
$65.5K 0.01%
+5,586
909
$62.6K 0.01%
+12,475
910
$61.7K 0.01%
+753
911
$61.3K 0.01%
+11,272
912
$57.2K 0.01%
+13,008
913
$57K 0.01%
+34,343
914
$55K 0.01%
+12,552
915
$54K 0.01%
+76,104
916
$51.7K 0.01%
5,053
+1,624
917
$51.3K 0.01%
1,006
+315
918
$46.3K 0.01%
+13,499
919
$45.4K 0.01%
+12,668
920
$41.9K 0.01%
+53,716
921
$41.4K 0.01%
+6,578
922
$40.2K 0.01%
+178,608
923
$39.7K 0.01%
+4,716
924
$39K 0.01%
1,732
+577
925
$38.6K 0.01%
+15,365
35 36
37
38 39