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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
1051
– –
-1,684
1052
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-6,268
1053
– –
-10,361
1054
– –
-12,853
1055
– –
-23,921
1056
– –
-23,580
1057
– –
-52,410
1058
– –
-37,422
1059
– –
-13,622
1060
– –
-10,765
1061
– –
-16,261
1062
– –
-15,860
1063
– –
-10,883
1064
– –
-19,322
1065
– –
-5,515
1066
– –
-22,038
1067
– –
-14,098
1068
– –
-67,549
1069
– –
-69,216
1070
– –
-63,477
1071
– –
-46,057
1072
– –
-1,107
1073
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-353,981
1074
– –
-5,179
1075
– –
-38,171
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