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
$946M
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,852
New
Increased
Reduced
Closed

Top Buys

1 +$6.12M
2 +$5.72M
3 +$5.54M
4
FDX icon
FedEx
FDX
+$5.11M
5
MCO icon
Moody's
MCO
+$5.07M

Top Sells

1 +$7.75M
2 +$4.82M
3 +$4.38M
4
COP icon
ConocoPhillips
COP
+$4.01M
5
CMCSA icon
Comcast
CMCSA
+$3.92M

Sector Composition

1 Financials 16.61%
2 Consumer Discretionary 14.92%
3 Industrials 14.11%
4 Technology 11.67%
5 Healthcare 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$1.33M 0.14%
45,386
-22,150
202
$1.31M 0.14%
13,719
-29,353
203
$1.3M 0.14%
147,256
+71,715
204
$1.3M 0.14%
21,819
+5,653
205
$1.3M 0.14%
165,289
-58,587
206
$1.3M 0.14%
+4,550
207
$1.29M 0.14%
+12,822
208
$1.29M 0.14%
+19,110
209
$1.29M 0.14%
6,310
+2,521
210
$1.28M 0.14%
5,006
+3,682
211
$1.28M 0.14%
+8,002
212
$1.27M 0.13%
7,857
+5,036
213
$1.26M 0.13%
+3,211
214
$1.26M 0.13%
+20,894
215
$1.26M 0.13%
7,735
+5,151
216
$1.26M 0.13%
41,415
+21,171
217
$1.25M 0.13%
5,328
-7,210
218
$1.25M 0.13%
37,967
+31,491
219
$1.25M 0.13%
+19,665
220
$1.25M 0.13%
3,339
+1,284
221
$1.25M 0.13%
+13,126
222
$1.24M 0.13%
+897
223
$1.24M 0.13%
+10,879
224
$1.24M 0.13%
106,715
+67,509
225
$1.22M 0.13%
+8,812