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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
$1.82B
AUM Growth
+$497M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,055
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$19.5M
3
+$17.7M
4
AAPL icon
Apple
AAPL
+$15.6M
5
MSTR icon
Strategy Inc
MSTR
+$12.4M

Top Sells

1
+$11.9M
2
+$7.89M
3
+$7.61M
4
ADP icon
Automatic Data Processing
ADP
+$6.76M
5
MMM icon
3M
MMM
+$6.58M

Sector Composition

1 Technology 14.99%
2 Industrials 13.92%
3 Healthcare 13.9%
4 Consumer Discretionary 13.66%
5 Financials 12.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-93,574
2002
– –
-1,780
2003
– –
-28,977
2004
– –
-6,866
2005
– –
-17,318
2006
– –
-47,008
2007
– –
-1,288
2008
– –
-5,849
2009
– –
-23,562
2010
– –
-32,700
2011
– –
-4,699
2012
– –
-40,235
2013
– –
-437
2014
– –
-28,933
2015
– –
-34,585
2016
– –
-15,224
2017
– –
-7,741
2018
– –
-38,281
2019
– –
-4,069
2020
– –
-27,586
2021
– –
-30,033
2022
– –
-105,765
2023
– –
-8,634
2024
– –
-7,862
2025
– –
-10,517
79 80
81
82 83