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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
$4.09B
AUM Growth
+$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,105
New
Increased
Reduced
Closed

Top Buys

1
+$37.8M
2
+$35.1M
3
+$30.4M
4
NU icon
Nu Holdings
NU
+$27.8M
5
ED icon
Consolidated Edison
ED
+$26.1M

Top Sells

1
+$17M
2
+$16.2M
3
+$16.1M
4
NOW icon
ServiceNow
NOW
+$13.3M
5
WMT icon
Walmart Inc
WMT
+$10.8M

Sector Composition

1 Technology 15.87%
2 Industrials 14.69%
3 Financials 14.36%
4 Healthcare 12.68%
5 Consumer Discretionary 12.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
-2,671
2002
– –
-4,387
2003
– –
-4,306
2004
– –
-25,075
2005
– –
-4,230
2006
– –
-5,767
2007
– –
-42,430
2008
– –
-29,414
2009
– –
-6,109
2010
– –
-8,076
2011
– –
-12,533
2012
– –
-3,714
2013
– –
-17,595
2014
– –
-36,641
2015
– –
-101,105
2016
– –
-12,590
2017
– –
-34,814
2018
– –
-10,724
2019
– –
-4,746
2020
– –
-127,990
2021
– –
-31,057
2022
– –
-9,025
2023
– –
-5,117
2024
– –
-9,243
2025
– –
-33,173
79 80
81
82 83