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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
1301
– –
-53,740
1302
– –
-25,340
1303
– –
-34,846
1304
– –
-22,796
1305
– –
-23,987
1306
– –
-18,837
1307
– –
-65,798
1308
– –
-18,579
1309
– –
-6,493
1310
– –
-1,643
1311
– –
-4,117
1312
– –
-34,037
1313
– –
-573
1314
– –
-10,384
1315
– –
-5,294
1316
– –
-11,349
1317
– –
-36,402
1318
– –
-12,354
1319
– –
-13,657
1320
– –
-10,079
1321
– –
-8,064
1322
– –
-28,700
1323
– –
-31,819
1324
– –
-14,246
1325
– –
-24,224
51 52
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