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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
1401
– –
-12,342
1402
– –
-33,766
1403
– –
-13,359
1404
– –
-21,907
1405
– –
-10,826
1406
– –
-17,487
1407
– –
-60,152
1408
– –
-12,064
1409
– –
-4,953
1410
– –
-8,371
1411
– –
-23,195
1412
– –
-6,616
1413
– –
-37,512
1414
– –
-54,136
1415
– –
-5,744
1416
– –
-12,792
1417
– –
-7,589
1418
– –
-9,808
1419
– –
-6,524
1420
– –
-18,383
1421
– –
-68,374
1422
– –
-3,251
1423
– –
-10,041
1424
– –
-21,268
1425
– –
-6,178
55 56
57
58 59