YAL
Your Advocates Ltd Portfolio holdings
AUM
$298M
1-Year Est. Return
12.22%
1 Year Est. Return
+12.22%
AUM
$298M
AUM Growth
+$20.2M
(+7.3%)
Holding
229
Top Buys
| 1 | +$21M | |
| 2 | +$668K | |
| 3 | +$513K | |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
+$402K |
| 5 |
American Beacon AHL Trend ETF
AHLT
|
+$402K |
Top Sells
| 1 | +$19.9M | |
| 2 | +$603K | |
| 3 | +$540K | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$445K |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$196K |
Sector Composition
| 1 | Energy | 1.51% |
| 2 | Technology | 0.78% |
| 3 | Industrials | 0.33% |
| 4 | Consumer Discretionary | 0.14% |
| 5 | Financials | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Magnolia Oil & Gas
MGY
$4.25B
| – | – |
-1,007
|
|
||
227
Nuvve Holding Corp
NVVE
$6.29M
| $0 | ﹤0.01% |
1
|
|
||
228
Charles Schwab
SCHW
$165B
| – | – |
-434
|
|