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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
$861M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,670
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$7.91M
3
+$4.78M
4
TMUS icon
T-Mobile US
TMUS
+$4.39M
5
PSX icon
Phillips 66
PSX
+$4.38M

Top Sells

1
+$18.7M
2
+$4.37M
3
+$4.36M
4
ADP icon
Automatic Data Processing
ADP
+$3.91M
5
COST icon
Costco
COST
+$3.83M

Sector Composition

1 Technology 14.13%
2 Industrials 13.43%
3 Consumer Discretionary 13.24%
4 Financials 13.11%
5 Healthcare 11.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
– –
-7,827
1252
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-8,353
1253
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-58,483
1254
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-6,511
1255
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-8,118
1256
– –
-11,409
1257
– –
-2,427
1258
– –
-11,361
1259
– –
-17,182
1260
– –
-8,504
1261
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-6,748
1262
– –
-10,160
1263
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-2,368
1264
– –
-6,524
1265
– –
-61,697
1266
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-5,990
1267
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-7,737
1268
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-21,108
1269
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-8,449
1270
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-10,180
1271
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-2,419
1272
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-4,351
1273
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-6,518
1274
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-65,770
1275
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-16,140
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