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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
1101
– –
-11,892
1102
– –
-13,974
1103
– –
-70,116
1104
– –
-14,191
1105
– –
-74,782
1106
– –
-9,927
1107
– –
-29,112
1108
– –
-9,037
1109
– –
-50,667
1110
– –
-19,575
1111
– –
-46,508
1112
– –
-8,501
1113
– –
-120,968
1114
– –
-7,080
1115
– –
-8,292
1116
– –
-12,997
1117
– –
-17,526
1118
– –
-6,217
1119
– –
-21,296
1120
– –
-56,187
1121
– –
-11,935
1122
– –
-5,274
1123
– –
-15,810
1124
– –
-4,503
1125
– –
-14,087
43 44
45
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