YAL

Your Advocates Ltd Portfolio holdings

AUM $278M
1-Year Est. Return 12.01%
This Quarter Est. Return
1 Year Est. Return
+12.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Sells

1 +$404K
2 +$378K
3 +$206K
4
PWR icon
Quanta Services
PWR
+$99.9K
5
ASO icon
Academy Sports + Outdoors
ASO
+$91.7K

Sector Composition

1 Energy 1.45%
2 Technology 0.8%
3 Consumer Discretionary 0.36%
4 Industrials 0.33%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-25