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YAL
Your Advocates Ltd Portfolio holdings
AUM
$328M
1-Year Est. Return
19.81%
This Fund
S&P 500
1 Year Est. Return
+19.81%
AUM
$248M
AUM Growth
+$80.9M
(+48%)
Holding
305
Top Buys
| 1 | +$52.8M | |
| 2 | +$18.2M | |
| 3 | +$14.7M | |
| 4 |
Dimensional US Small Cap ETF
DFAS
|
+$275K |
| 5 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$70.2K |
Top Sells
| 1 | +$5.33M | |
| 2 | +$5.05M | |
| 3 | +$2.59M | |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$1.94M |
| 5 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$1.64M |
Sector Composition
| 1 | Energy | 1.31% |
| 2 | Technology | 0.74% |
| 3 | Consumer Discretionary | 0.38% |
| 4 | Industrials | 0.31% |
| 5 | Financials | 0.13% |