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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
1426
– –
-23,940
1427
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-15,141
1428
– –
-7,731
1429
– –
-15,996
1430
– –
-26,171
1431
– –
-42,752
1432
– –
-11,197
1433
– –
-7,184
1434
– –
-27,697
1435
– –
-44,192
1436
– –
-19,880
1437
– –
-1,177
1438
– –
-11,274
1439
– –
-26,522
1440
– –
-26,290
1441
– –
-8,825
1442
– –
-20,193
1443
– –
-3,032
1444
– –
-8,090
1445
– –
-649
1446
– –
-9,066
1447
– –
-11,025
1448
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-40,921
1449
– –
-18,080
1450
– –
-5,351
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