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Your Advocates Ltd Portfolio holdings

AUM $350M
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
+2.23%
1 Year Est. Return
+21.03%
3 Year Est. Return
+50.04%
5 Year Est. Return
+43.34%
10 Year Est. Return
–
AUM
$328M
AUM Growth
+$21.5M
Cap. Flow
+$15.7M
Cap. Flow %
4.79%
Top 10 Hldgs %
89.32%
Holding
265
New
26
Increased
40
Reduced
30
Closed
33

Top Buys

Rank Stock Value
1
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$4.83M
2
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$3.3M
3
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.91M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.25M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.21M

Top Sells

Rank Stock Value
1
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$878K
2
GLD icon
SPDR Gold Trust
GLD
+$385K
3
HAL icon
Halliburton
HAL
+$294K
4
OXY icon
Occidental Petroleum
OXY
+$244K
5
CIM
Chimera Investment
CIM
+$68.3K

Sector Composition

Rank Sector Weight
1 Energy 1.91%
2 Technology 0.64%
3 Industrials 0.24%
4 Consumer Discretionary 0.12%
5 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KD icon
226
Kyndryl
KD
$3.05B
$39 ﹤0.01%
3
– –
FUBO icon
227
FuboTV Inc
FUBO
$273M
$38 ﹤0.01%
4
– –
ICLN icon
228
iShares Global Clean Energy ETF
ICLN
$2.1B
$18 ﹤0.01%
1
– –
RDHL
229
Redhill Biopharma
RDHL
$3.68M
$14 ﹤0.01%
19
– –
NLY icon
230
Annaly Capital Management
NLY
$17.4B
– –
0
– –
NVVE
231
DELISTED
Nuvve Holding Corp
NVVE
– –
0
– –
AMD icon
232
Advanced Micro Devices
AMD
$789B
– –
-30
Closed -$6.42K
ARKK icon
233
ARK Innovation ETF
ARKK
$6.29B
– –
-100
Closed -$7.69K
ASO icon
234
Academy Sports + Outdoors
ASO
$2.98B
– –
-145
Closed -$7.22K
BL icon
235
BlackLine
BL
$1.72B
– –
-22
Closed -$1.22K
BP icon
236
BP
BP
$107B
– –
-21
Closed -$729
C icon
237
Citigroup
C
$226B
– –
-50
Closed -$5.83K
CIM
238
Chimera Investment
CIM
$1B
– –
-5,496
Closed -$68.3K
DGRO icon
239
iShares Core Dividend Growth ETF
DGRO
$43.6B
– –
-10
Closed -$694
EOG icon
240
EOG Resources
EOG
$70.7B
– –
-103
Closed -$10.8K
HAL icon
241
Halliburton
HAL
$26.6B
– –
-10,419
Closed -$294K
KRE icon
242
State Street SPDR S&P Regional Banking ETF
KRE
$4.57B
– –
-200
Closed -$13K
LQD icon
243
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
– –
-28
Closed -$3.08K
MGY icon
244
Magnolia Oil & Gas
MGY
$5.94B
– –
-500
Closed -$10.9K
RIVN icon
245
Rivian
RIVN
$23.2B
– –
-17
Closed -$335
RKLB icon
246
Rocket Lab Corp
RKLB
$51.8B
– –
-912
Closed -$63.6K
SCHP icon
247
Schwab US TIPS ETF
SCHP
$16.2B
– –
-735
Closed -$19.5K
SPCE icon
248
Virgin Galactic
SPCE
$398M
– –
-5
Closed -$16
TKR icon
249
Timken Company
TKR
$9.03B
– –
-25
Closed -$2.1K
TTD icon
250
Trade Desk
TTD
$6.49B
– –
-100
Closed -$3.8K
7 8 9
10
11

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BC
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SMC
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EPW
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NC
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1CP
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AW
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ES
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ACA
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Your Advocates Ltd's Q1 2026 Portfolio in Review

As of Q1 2026, Your Advocates Ltd held 265 positions worth $328M, up 7% from $306M the previous quarter. Its ten largest holdings account for 89% of the portfolio.

Your Advocates Ltd deployed $15.7M of net new capital in Q1 2026, opening 26 new positions and adding to 40 existing holdings. Its largest new stake was Vanguard Total International Stock ETF: 6,060 shares worth $467K.

By sector, the portfolio is most concentrated in Energy at 1.9% of assets, up from 1.5% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was PIMCO Active Bond Exchange-Traded Fund, an estimated $878K trimmed.

  • Your Advocates Ltd's largest Q1 2026 buy was Vanguard Total International Stock ETF: 6,060 shares worth $467K.
  • Your Advocates Ltd added most to Dimensional US Core Equity 1 ETF in Q1 2026, an estimated $4.83M increase.
  • Your Advocates Ltd's biggest Q1 2026 reduction was PIMCO Active Bond Exchange-Traded Fund, cutting an estimated $878K.
  • Your Advocates Ltd fully exited Halliburton in Q1 2026, selling an estimated $294K.
  • Your Advocates Ltd's ten largest holdings make up 89% of its $328M portfolio in Q1 2026.
  • Your Advocates Ltd opened 26 new positions and closed 33 in Q1 2026.
  • Your Advocates Ltd's portfolio value rose 7% quarter-over-quarter to $328M.

Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.