YAL
Your Advocates Ltd Portfolio holdings
AUM
$328M
1-Year Est. Return
19.81%
This Fund
S&P 500
1 Year Est. Return
+19.81%
AUM
$328M
AUM Growth
+$21.5M
(+7%)
Holding
265
Top Buys
| 1 | +$4.83M | |
| 2 | +$3.3M | |
| 3 | +$1.91M | |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
+$1.25M |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$1.21M |
Top Sells
| 1 | +$878K | |
| 2 | +$385K | |
| 3 | +$294K | |
| 4 |
Occidental Petroleum
OXY
|
+$244K |
| 5 |
CIM
Chimera Investment
CIM
|
+$68.3K |
Sector Composition
| 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 | |
|---|---|---|---|---|---|---|
251
Timken Company
TKR
$8.89B
| – | – |
-25
|
|
||
252
Trade Desk
TTD
$10.9B
| – | – |
-100
|
|
||
253
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$65.6B
| – | – |
-141
|
|
||
254
Vanguard Health Care ETF
VHT
$16.4B
| – | – |
-152
|
|
||
255
Vanguard Dividend Appreciation ETF
VIG
$108B
| – | – |
-29
|
|
||
256
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.82B
| – | – |
-238
|
|
||
257
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.9B
| – | – |
-1
|
|
||
258
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18B
| – | – |
-23
|
|
||
|
BMNR
259
BitMine Immersion Technologies
BMNR
$11B
| – | – |
-200
|
|
||
260
Vanguard FTSE Emerging Markets ETF
VWO
$123B
| – | – |
-669
|
|
||
261
State Street Energy Select Sector SPDR ETF
XLE
$39.2B
| – | – |
-936
|
|
||
262
State Street Financial Select Sector SPDR ETF
XLF
$49.6B
| – | – |
-203
|
|
||
263
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
| – | – |
-200
|
|