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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
1601
– –
-69,510
1602
– –
-18,070
1603
– –
-94,685
1604
– –
-2,582
1605
– –
-12,811
1606
– –
-8,449
1607
– –
-24,728
1608
– –
-2,230
1609
– –
-61,587
1610
– –
-16,210
1611
– –
-11,329
1612
– –
-9,349
1613
– –
-12,794
1614
– –
-70,378
1615
– –
-18,767
1616
– –
-13,099
1617
– –
-18,512
1618
– –
-40,340
1619
– –
-18,831
1620
– –
-8,548
1621
– –
-11,089
1622
– –
-10,993
1623
– –
-31,447
1624
– –
-20,342
1625
– –
-3,925
63 64
65
66 67