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
$238M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.45M
3
+$2.07M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.52M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.38M

Top Sells

1
+$6.63M
2
+$5.77M
3
+$5.04M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.66M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$1M

Sector Composition

1 Energy 1.62%
2 Technology 0.88%
3 Consumer Discretionary 0.36%
4 Industrials 0.35%
5 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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