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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
1201
– –
-6,710
1202
– –
-82,429
1203
– –
-78,993
1204
– –
-8,566
1205
– –
-3,372
1206
– –
-22,136
1207
– –
-14,911
1208
– –
-1,977
1209
– –
-136,171
1210
– –
-3,140
1211
– –
-47,696
1212
– –
-20,631
1213
– –
-2,562
1214
– –
-37,604
1215
– –
-4,254
1216
– –
-216,851
1217
– –
-23,565
1218
– –
-36,759
1219
– –
-10,841
1220
– –
-50,591
1221
– –
-5,485
1222
– –
-23,825
1223
– –
-2,719
1224
– –
-6,579
1225
– –
-14,619
47 48
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