YAL

Your Advocates Ltd Portfolio holdings

AUM $298M
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.05M
3
+$1.75M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.5M

Top Sells

1
+$4.5M
2
+$4.02M
3
+$1.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.13M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.1M

Sector Composition

1 Energy 1.73%
2 Technology 0.72%
3 Industrials 0.34%
4 Consumer Discretionary 0.17%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-50
227
– –
-47
228
– –
-1,000
229
– –
-600
6 7 8 9
10