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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
2026
– –
-27,800
2027
– –
-39,082
2028
– –
-18,090
2029
– –
-18,982
2030
– –
-44,886
2031
– –
-2,433
2032
– –
-31,890
2033
– –
-14,527
2034
– –
-97,565
2035
– –
-15,531
2036
– –
-10,147
2037
– –
-12,694
2038
– –
-3,670
2039
– –
-27,766
2040
– –
-10,495
2041
– –
-80,660
2042
– –
-47,491
2043
– –
-5,696
2044
– –
-61,154
2045
– –
-43,940
2046
– –
-18,195
2047
– –
-71,243
2048
– –
-100,642
2049
– –
-57,787
2050
– –
-5,828
80 81
82
83 84