YAL

Your Advocates Ltd Portfolio holdings

AUM $306M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$874K
3
+$818K
4
MPC icon
Marathon Petroleum
MPC
+$480K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$246K

Top Sells

1
+$21.2M
2
+$1.09M
3
+$908K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$754K
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$587K

Sector Composition

1 Energy 2.47%
2 Technology 1.02%
3 Consumer Discretionary 0.58%
4 Industrials 0.42%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
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