YAL
Your Advocates Ltd Portfolio holdings
AUM
$278M
This Quarter Return
+8.04%
1 Year Return
+12.01%
3 Year Return
+31.32%
5 Year Return
+47.38%
10 Year Return
–
AUM
$248M
AUM Growth
+$248M
(+48%)
Cap. Flow
+$68.3M
Cap. Flow
% of AUM
27.48%
Top 10 Holdings %
Top 10 Hldgs %
89.65%
Holding
305
New
6
Increased
33
Reduced
46
Closed
70
Top Buys
Top Sells
Sector Composition
| 1 | Energy | 1.31% |
| 2 | Technology | 0.72% |
| 3 | Consumer Discretionary | 0.38% |
| 4 | Industrials | 0.31% |
| 5 | Financials | 0.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ACR
301
ACRES Commercial Realty
ACR
$156M
| – | – |
-8
| Closed | -$66 |
|
302
Freedom 100 Emerging Markets ETF
FRDM
$1.33B
| – | – |
-344
| Closed | -$9.74K |
|