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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
$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
1051
– –
-9,729
1052
– –
-8,567
1053
– –
-31,013
1054
– –
-2,422
1055
– –
-51,200
1056
– –
-20,405
1057
– –
-8,080
1058
– –
-186,544
1059
– –
-4,541
1060
– –
-22,687
1061
– –
-22,849
1062
– –
-1,683
1063
– –
-47,469
1064
– –
-214,914
1065
– –
-16,126
1066
– –
-111,520
1067
– –
-75,219
1068
– –
-93,843
1069
– –
-6,944
1070
– –
-520,375
1071
– –
-324,798
1072
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-5,797
1073
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-37,856
1074
– –
-136,896
1075
– –
-247,816
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