YIH

Y-Intercept (HK) Portfolio holdings

AUM $4.47B
1-Year Est. Return 8.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.09B
AUM Growth
+$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,105
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$35.1M
3
+$30.4M
4
NU icon
Nu Holdings
NU
+$27.8M
5
ED icon
Consolidated Edison
ED
+$26.1M

Top Sells

1
+$17M
2
+$16.2M
3
+$16.1M
4
NOW icon
ServiceNow
NOW
+$13.3M
5
WMT icon
Walmart Inc
WMT
+$10.8M

Sector Composition

1 Technology 15.87%
2 Industrials 14.69%
3 Financials 14.36%
4 Healthcare 12.68%
5 Consumer Discretionary 12.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.41M 0.21%
+132,418
102
$8.4M 0.21%
51,029
+49,411
103
$8.34M 0.2%
+90,623
104
$8.31M 0.2%
+208,206
105
$8.3M 0.2%
+128,377
106
$8.22M 0.2%
+274,324
107
$8.21M 0.2%
52,606
+42,215
108
$8.21M 0.2%
+55,419
109
$8.15M 0.2%
+89,367
110
$8.11M 0.2%
376,483
+316,754
111
$8.06M 0.2%
136,510
+120,909
112
$8.04M 0.2%
+778,353
113
$7.98M 0.2%
+615,818
114
$7.9M 0.19%
25,347
+23,400
115
$7.79M 0.19%
141,668
+137,443
116
$7.75M 0.19%
+33,344
117
$7.71M 0.19%
47,660
+40,661
118
$7.67M 0.19%
+56,283
119
$7.52M 0.18%
+122,527
120
$7.5M 0.18%
+138,974
121
$7.5M 0.18%
10,229
+8,087
122
$7.46M 0.18%
+148,933
123
$7.42M 0.18%
970,407
+444,106
124
$7.42M 0.18%
+92,390
125
$7.35M 0.18%
100,604
+97,199
3 4
5
6 7