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
1326
-1,460
1327
-23,105
1328
-16,224
1329
-6,514
1330
-16,567
1331
-3,326
1332
-23,159
1333
-1,742
1334
-53,740
1335
-25,340
1336
-37,422
1337
-10,765
1338
-16,261
1339
-15,860
1340
-10,883
1341
-19,322
1342
-8,961
1343
-20,176
1344
-5,515
1345
-22,038
1346
-14,098
1347
-67,549
1348
-69,216
1349
-41,453
1350
-4,368