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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
1226
– –
-5,400
1227
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-3,448
1228
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-5,147
1229
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-5,751
1230
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-8,172
1231
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-11,872
1232
– –
-36,274
1233
– –
-13,013
1234
– –
-18,071
1235
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-92,101
1236
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-12,944
1237
– –
-58,577
1238
– –
-10,807
1239
– –
-44,549
1240
– –
-31,816
1241
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-13,540
1242
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1243
– –
-43,316
1244
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-7,366
1245
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-33,061
1246
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-12,913
1247
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-12,005
1248
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-3,907
1249
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-3,372
1250
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-107,340
48 49
50
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