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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
$678M
AUM Growth
-$321M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,464
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$3.75M
3
+$3.23M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.1M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$2.96M

Top Sells

1
+$12.7M
2
+$9.98M
3
+$7.56M
4
F icon
Ford
F
+$6.17M
5
AEP icon
American Electric Power
AEP
+$5.84M

Sector Composition

1 Technology 20.33%
2 Financials 14.02%
3 Healthcare 13.64%
4 Industrials 11.94%
5 Consumer Discretionary 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-262,756
1027
– –
-9,261
1028
– –
-19,235
1029
– –
-2,545
1030
– –
-13,611
1031
– –
-10,960
1032
– –
-8,693
1033
– –
-2,622
1034
– –
-4,856
1035
– –
-15,235
1036
– –
-25,374
1037
– –
-15,518
1038
– –
-11,578
1039
– –
-46,190
1040
– –
-36,223
1041
– –
-12,315
1042
– –
-25,320
1043
– –
-14,810
1044
– –
-67,946
1045
– –
-64,938
1046
– –
-35,727
1047
– –
-51,788
1048
– –
-9,481
1049
– –
-3,956
1050
– –
-11,267
40 41
42
43 44