YIH

Y-Intercept (HK) Portfolio holdings

AUM $4.09B
1-Year Est. Return 5.6%
This Quarter Est. Return
1 Year Est. Return
+5.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$393M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
983
New
Increased
Reduced
Closed

Top Buys

1 +$12.2M
2 +$7.82M
3 +$4.48M
4
AMD icon
Advanced Micro Devices
AMD
+$4.24M
5
BIIB icon
Biogen
BIIB
+$3.87M

Top Sells

1 +$3.44M
2 +$2.7M
3 +$2.68M
4
UPS icon
United Parcel Service
UPS
+$2.64M
5
SHW icon
Sherwin-Williams
SHW
+$2.57M

Sector Composition

1 Healthcare 17.91%
2 Technology 17.83%
3 Consumer Discretionary 11.15%
4 Industrials 9.32%
5 Materials 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$650K 0.17%
+11,197
202
$646K 0.16%
2,704
-1,167
203
$640K 0.16%
+4,740
204
$636K 0.16%
12,365
+7,826
205
$633K 0.16%
+14,250
206
$633K 0.16%
+7,928
207
$631K 0.16%
+975
208
$628K 0.16%
11,279
+3,666
209
$626K 0.16%
14,634
+2,506
210
$625K 0.16%
5,437
-786
211
$621K 0.16%
+9,550
212
$618K 0.16%
+11,620
213
$616K 0.16%
6,081
-315
214
$610K 0.16%
7,579
-24,965
215
$603K 0.15%
8,612
+5,384
216
$602K 0.15%
3,716
-3,732
217
$601K 0.15%
+5,249
218
$590K 0.15%
+2,772
219
$589K 0.15%
+6,278
220
$584K 0.15%
+1,945
221
$584K 0.15%
+5,140
222
$582K 0.15%
+10,171
223
$581K 0.15%
+2,974
224
$581K 0.15%
+3,022
225
$578K 0.15%
2,178
+322