YIH

Y-Intercept (HK) Portfolio holdings

AUM $4.47B
1-Year Est. Return 8.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$77.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,799
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.74M
3
+$7.94M
4
DG icon
Dollar General
DG
+$7.7M
5
ZBH icon
Zimmer Biomet
ZBH
+$7.15M

Top Sells

1
+$6.95M
2
+$5.52M
3
+$4.66M
4
ABBV icon
AbbVie
ABBV
+$4.55M
5
BMY icon
Bristol-Myers Squibb
BMY
+$4.51M

Sector Composition

1 Technology 16.97%
2 Financials 13.12%
3 Industrials 12.9%
4 Consumer Discretionary 11.17%
5 Healthcare 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-8,357
1477
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1480
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-389,053
1482
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-11,578
1483
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-53,003
1484
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-27,176
1485
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-6,742
1486
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-3,811
1487
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-77,161
1488
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-9,478
1489
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-2,363
1490
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-41,826
1491
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-44,155
1492
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1493
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-10,712
1494
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-4,751
1495
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-37,081
1496
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-5,756
1497
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-17,456
1498
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-4,813
1499
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-4,748
1500
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-4,161
58 59
60
61 62