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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
1751
– –
-4,883
1752
– –
-234,719
1753
– –
-9,384
1754
– –
-10,673
1755
– –
-757
1756
– –
-12,044
1757
– –
-19,236
1758
– –
-13,006
1759
– –
-35,337
1760
– –
-11,194
1761
– –
-558
1762
– –
-902
1763
– –
-26,919
1764
– –
-4,806
1765
– –
-10,267
1766
– –
-9,899
1767
– –
-75,900
1768
– –
-9,350
1769
– –
-170,126
1770
– –
-18,451
1771
– –
-24,650
1772
– –
-6,240
1773
– –
-29,985
1774
– –
-14,815
1775
– –
-585
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