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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
$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 12.94%
4 Consumer Discretionary 11.17%
5 Healthcare 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-25,465
1502
– –
-16,835
1503
– –
-18,208
1504
– –
-7,334
1505
– –
-2,595
1506
– –
-9,876
1507
– –
-3,043
1508
– –
-26,280
1509
– –
-16,878
1510
– –
-6,330
1511
– –
0
1512
– –
-5,568
1513
– –
-1,748
1514
– –
-3,937
1515
– –
-5,574
1516
– –
-10,572
1517
– –
-104,726
1518
– –
-24,291
1519
– –
-20,800
1520
– –
-13,896
1521
– –
-22,556
1522
– –
-2,597
1523
– –
-21,258
1524
– –
-28,809
1525
– –
-28,983
59 60
61
62 63