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
$437M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,022
New
Increased
Reduced
Closed

Top Buys

1 +$7.5M
2 +$4.2M
3 +$4.18M
4
AAL icon
American Airlines Group
AAL
+$4.17M
5
O icon
Realty Income
O
+$3.73M

Top Sells

1 +$19.6M
2 +$5.55M
3 +$4.26M
4
NVDA icon
NVIDIA
NVDA
+$4.16M
5
BTI icon
British American Tobacco
BTI
+$4.12M

Sector Composition

1 Consumer Discretionary 14.18%
2 Financials 13.02%
3 Healthcare 11.72%
4 Technology 11.44%
5 Industrials 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$621K 0.14%
+6,865
202
$617K 0.14%
18,905
-6,354
203
$607K 0.14%
2,882
+185
204
$607K 0.14%
+7,118
205
$606K 0.14%
+2,115
206
$606K 0.14%
+27,376
207
$602K 0.14%
2,423
-2,375
208
$599K 0.14%
+5,453
209
$599K 0.14%
+18,262
210
$594K 0.14%
7,098
-11,062
211
$590K 0.13%
+14,654
212
$590K 0.13%
+7,230
213
$588K 0.13%
12,020
+6,385
214
$588K 0.13%
+2,473
215
$586K 0.13%
+44,627
216
$584K 0.13%
3,122
-9,688
217
$583K 0.13%
+11,347
218
$579K 0.13%
+13,811
219
$577K 0.13%
16,579
+5,586
220
$575K 0.13%
+5,578
221
$573K 0.13%
+7,613
222
$568K 0.13%
9,042
-14,426
223
$562K 0.13%
32,955
+22,123
224
$560K 0.13%
+1,922
225
$557K 0.13%
+9,491