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YAL

Your Advocates Ltd Portfolio holdings

AUM $328M
1-Year Est. Return 19.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
-$2.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.24M
3
+$731K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$631K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$484K

Top Sells

1
+$738K
2
+$117K
3
+$108K
4
FLIA icon
Franklin International Aggregate Bond ETF
FLIA
+$103K
5
GLD icon
SPDR Gold Trust
GLD
+$100K

Sector Composition

1 Energy 1.47%
2 Technology 0.86%
3 Industrials 0.3%
4 Consumer Discretionary 0.13%
5 Financials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
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