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
$248M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$52.8M
2
+$18.2M
3
+$14.7M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$275K
5
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$70.2K

Top Sells

1
+$5.33M
2
+$5.05M
3
+$2.59M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.94M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.64M

Sector Composition

1 Energy 1.31%
2 Technology 0.74%
3 Consumer Discretionary 0.38%
4 Industrials 0.31%
5 Financials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
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