YIH

Y-Intercept (HK) Portfolio holdings

AUM $4.09B
1-Year Est. Return 5.6%
This Quarter Est. Return
1 Year Est. Return
+5.6%
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 +$4.37M
2 +$3.18M
3 +$2.98M
4
PCG icon
PG&E
PCG
+$2.91M
5
CRWD icon
CrowdStrike
CRWD
+$2.89M

Top Sells

1 +$13.1M
2 +$9.98M
3 +$7.99M
4
F icon
Ford
F
+$6.17M
5
AEP icon
American Electric Power
AEP
+$5.84M

Sector Composition

1 Technology 20.41%
2 Financials 14.02%
3 Healthcare 13.64%
4 Industrials 11.95%
5 Consumer Discretionary 11.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
-7,865
1302
-19,216
1303
-7,086
1304
-18,603
1305
-15,267
1306
-4,601
1307
-72,995
1308
-3,028
1309
-1,032
1310
-13,553
1311
-28,542
1312
-1,201
1313
-7,452
1314
-51,892
1315
-666
1316
-1,386
1317
-108,803
1318
-1,601
1319
-39,774
1320
-3,123
1321
-1,929
1322
-6,881
1323
-13,271
1324
-4,209
1325
-12,652