We are live on ! Find out more
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
1701
– –
-18,957
1702
– –
-2,335
1703
– –
-32,687
1704
– –
-12,857
1705
– –
-6,730
1706
– –
-54,730
1707
– –
-59,558
1708
– –
-10,615
1709
– –
-19,408
1710
– –
-4,119
1711
– –
-18,062
1712
– –
-14,040
1713
– –
-38,775
1714
– –
-28,622
1715
– –
-35,646
1716
– –
-11,595
1717
– –
-3,144
1718
– –
-15,121
1719
– –
-15,508
1720
– –
-44,036
1721
– –
-8,619
1722
– –
-18,906
1723
– –
-239,935
1724
– –
-24,545
1725
– –
-16,853
67 68
69
70 71