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
$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 12.94%
4 Consumer Discretionary 11.17%
5 Healthcare 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-70,625
1027
– –
-332,668
1028
– –
-38,423
1029
– –
-24,451
1030
– –
-2,542
1031
– –
-10,053
1032
– –
-15,364
1033
– –
-5,374
1034
– –
-158,307
1035
– –
-33,702
1036
– –
-14,277
1037
– –
-32,183
1038
– –
-117,676
1039
– –
-17,167
1040
– –
-55,090
1041
– –
-543
1042
– –
-8,110
1043
– –
-68,960
1044
– –
-54,776
1045
– –
-24,383
1046
– –
-42,825
1047
– –
-41,671
1048
– –
-1,776
1049
– –
-13,486
1050
– –
-12,759
40 41
42
43 44