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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
$4.17B
AUM Growth
+$77.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,159
New
Increased
Reduced
Closed

Top Buys

1
+$40.7M
2
+$38.3M
3
+$36.6M
4
FDS icon
Factset
FDS
+$29.2M
5
FISV
Fiserv Inc
FISV
+$25.2M

Top Sells

1
+$31.1M
2
+$27.8M
3
+$26.8M
4
TMUS icon
T-Mobile US
TMUS
+$24.5M
5
WBD icon
Warner Bros
WBD
+$23.2M

Sector Composition

1 Technology 22.04%
2 Industrials 13.87%
3 Financials 12.48%
4 Consumer Discretionary 11.72%
5 Healthcare 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-61,510
1952
– –
-45,985
1953
– –
-2,902
1954
– –
-2,897
1955
– –
-12,666
1956
– –
-51,309
1957
– –
-212,211
1958
– –
-1,104
1959
– –
-10,523
1960
– –
-147,334
1961
– –
-9,663
1962
– –
-97,749
1963
– –
-136,621
1964
– –
-65,705
1965
– –
-17,048
1966
– –
-6,656
1967
– –
-39,420
1968
– –
-130,670
1969
– –
-20,615
1970
– –
-26,332
1971
– –
-31,272
1972
– –
-92,328
1973
– –
-14,819
1974
– –
-40,009
1975
– –
-4,228
77 78
79
80 81