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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
2026
– –
-21,031
2027
– –
-4,549
2028
– –
-28,375
2029
– –
-58,370
2030
– –
-21,735
2031
– –
-24,138
2032
– –
-350,317
2033
– –
-19,474
2034
– –
-3,581
2035
– –
-29,002
2036
– –
-67,647
2037
– –
-26,593
2038
– –
-232,413
2039
– –
-15,011
2040
– –
-109,512
2041
– –
-122,884
2042
– –
-151,828
2043
– –
-86,830
2044
– –
-37,355
2045
– –
-66,953
2046
– –
-93,153
2047
– –
-228,817
2048
– –
-17,315
2049
– –
-3,918
2050
– –
-5,666
80 81
82
83 84