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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
$861M
AUM Growth
+$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,670
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$7.91M
3
+$4.78M
4
TMUS icon
T-Mobile US
TMUS
+$4.39M
5
PSX icon
Phillips 66
PSX
+$4.38M

Top Sells

1
+$18.7M
2
+$4.37M
3
+$4.36M
4
ADP icon
Automatic Data Processing
ADP
+$3.91M
5
COST icon
Costco
COST
+$3.83M

Sector Composition

1 Technology 14.13%
2 Industrials 13.43%
3 Consumer Discretionary 13.24%
4 Financials 13.11%
5 Healthcare 11.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
– –
-12,421
1527
– –
-2,971
1528
– –
-7,338
1529
– –
-21,413
1530
– –
-10,528
1531
– –
-4,588
1532
– –
-9,394
1533
– –
-8,918
1534
– –
-40,603
1535
– –
-6,457
1536
– –
-5,145
1537
– –
-7,102
1538
– –
-4,249
1539
– –
-5,596
1540
– –
-16,560
1541
– –
-12,849
1542
– –
-6,553
1543
– –
-6,171
1544
– –
-6,407
1545
– –
-5,060
1546
– –
-4,761
1547
– –
-9,523
1548
– –
-44,083
1549
– –
-2,627
1550
– –
-3,960
60 61
62
63 64