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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
1626
– –
-13,079
1627
– –
-8,990
1628
– –
-66,064
1629
– –
-3,270
1630
– –
-10,351
1631
– –
-13,123
1632
– –
-4,798
1633
– –
-8,002
1634
– –
-3,196
1635
– –
-16,401
1636
– –
-24,708
1637
– –
-15,032
1638
– –
-2,887
1639
– –
-6,559
1640
– –
-7,217
1641
– –
-28,744
1642
– –
-26,306
1643
– –
-10,564
1644
– –
-15,517
1645
– –
-63,384
1646
– –
-44,318
1647
– –
-5,286
1648
– –
-26,451
1649
– –
-66,326
1650
– –
-20,551
64 65
66
67 68