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
$195M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.3M
3
+$1.09M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.03M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$968K

Top Sells

1
+$541K
2
+$232K
3
+$201K
4
SLB icon
SLB Ltd
SLB
+$83.8K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$83.5K

Sector Composition

1 Energy 1.63%
2 Technology 1.11%
3 Industrials 0.55%
4 Consumer Discretionary 0.52%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.37K ﹤0.01%
+30
227
$1.36K ﹤0.01%
23
228
$1.35K ﹤0.01%
25
229
$1.29K ﹤0.01%
26
230
$1.29K ﹤0.01%
650
231
$1.26K ﹤0.01%
100
232
$1.24K ﹤0.01%
26
233
$1.13K ﹤0.01%
17
234
$1.08K ﹤0.01%
50
235
$1.08K ﹤0.01%
47
236
$967 ﹤0.01%
26
237
$957 ﹤0.01%
+60
238
$898 ﹤0.01%
250
239
$832 ﹤0.01%
10
240
$822 ﹤0.01%
17
241
$730 ﹤0.01%
143
242
$698 ﹤0.01%
9
243
$679 ﹤0.01%
5
244
$600 ﹤0.01%
8
245
$600 ﹤0.01%
30
246
$597 ﹤0.01%
5
247
$581 ﹤0.01%
150
248
$572 ﹤0.01%
35
249
$540 ﹤0.01%
14
250
$540 ﹤0.01%
100
8 9
10
11 12