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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
VCIT icon
251
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
– –
-141
Closed -$11.8K
VHT icon
252
Vanguard Health Care ETF
VHT
$18.7B
– –
-152
Closed -$43.7K
VIG icon
253
Vanguard Dividend Appreciation ETF
VIG
$114B
– –
-29
Closed -$6.37K
VIOO icon
254
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.33B
– –
-238
Closed -$26.4K
VTEB icon
255
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
– –
-1
Closed -$50
VTIP icon
256
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
– –
-23
Closed -$1.14K
VWO icon
257
Vanguard FTSE Emerging Markets ETF
VWO
$126B
– –
-669
Closed -$36K
XLE icon
258
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
– –
-936
Closed -$41.9K
XLF icon
259
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
– –
-203
Closed -$11.1K
XLP icon
260
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
– –
-200
Closed -$15.5K
MTUS icon
261
Metallus
MTUS
$898M
– –
-12
Closed -$206
AUC
262
ATIF Holdings
AUC
$72.2M
– –
-5
Closed -$28
BMNR
263
BitMine Immersion Technologies
BMNR
$11.4B
– –
-200
Closed -$5.43K
7 8 9 10
11

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Bruce & Co Chicago, Illinois $350M AUM 33.5% 1-Year Est. Return
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EPW
Endeavor Private Wealth Topeka, Kansas $349M AUM 16.45% 1-Year Est. Return
NC
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1CP
11 Capital Partners Darien, Connecticut $348M AUM 19.84% 1-Year Est. Return
AW
Alaethes Wealth Glenbrook, Nevada $351M AUM 22.79% 1-Year Est. Return
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.