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
$1.02B
AUM Growth
+$77.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,799
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.74M
3
+$7.94M
4
DG icon
Dollar General
DG
+$7.7M
5
ZBH icon
Zimmer Biomet
ZBH
+$7.15M

Top Sells

1
+$6.95M
2
+$5.52M
3
+$4.66M
4
ABBV icon
AbbVie
ABBV
+$4.55M
5
BMY icon
Bristol-Myers Squibb
BMY
+$4.51M

Sector Composition

1 Technology 16.97%
2 Financials 13.12%
3 Industrials 12.9%
4 Consumer Discretionary 11.17%
5 Healthcare 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$124K 0.01%
+10,060
952
$124K 0.01%
+15,939
953
$122K 0.01%
25,487
-17,368
954
$119K 0.01%
16,193
-11,251
955
$117K 0.01%
+23,589
956
$117K 0.01%
+16,731
957
$116K 0.01%
2,526
-3,847
958
$114K 0.01%
13,644
+445
959
$113K 0.01%
+22,662
960
$112K 0.01%
+23,606
961
$111K 0.01%
+20,570
962
$111K 0.01%
+10,691
963
$110K 0.01%
15,856
-10,475
964
$110K 0.01%
13,285
-37,339
965
$108K 0.01%
+11,215
966
$108K 0.01%
+10,935
967
$107K 0.01%
+17,311
968
$106K 0.01%
+19,234
969
$106K 0.01%
+16,943
970
$104K 0.01%
+10,162
971
$103K 0.01%
+33,655
972
$102K 0.01%
+23,277
973
$102K 0.01%
+12,977
974
$99.9K 0.01%
+15,533
975
$98.9K 0.01%
+12,974
37 38
39
40 41