We are live on ! Find out more
YIH

Y-Intercept (HK) Portfolio holdings

AUM $5.27B
1-Year Est. Return 15.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$550M
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,013
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.93M
3
+$4.87M
4
TRI icon
Thomson Reuters
TRI
+$4.55M
5
NEE icon
NextEra Energy
NEE
+$4.49M

Top Sells

1
+$12.2M
2
+$8.97M
3
+$5.54M
4
QCOM icon
Qualcomm
QCOM
+$4.48M
5
UNH icon
UnitedHealth
UNH
+$4.44M

Sector Composition

1 Technology 17%
2 Healthcare 13.82%
3 Consumer Discretionary 11.58%
4 Financials 11.56%
5 Industrials 10.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
– –
-5,287
977
– –
-16,051
978
– –
-3,212
979
– –
-4,642
980
– –
-1,158
981
– –
-10,426
982
– –
-1,655
983
– –
-1,805
984
– –
-1,388
985
– –
-23,285
986
– –
-15,981
987
– –
-159,984
988
– –
-2,381
989
– –
-1,952
990
– –
-869
991
– –
-7,082
992
– –
-6,181
993
– –
-21,381
994
– –
-33,628
995
– –
-1,539
996
– –
-5,078
997
– –
-2,974
998
– –
-15,710
999
– –
-7,712
1000
– –
-5,616
37 38 39
40
41