YAL

Your Advocates Ltd Portfolio holdings

AUM $298M
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$7.23M
3
+$7.15M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.17M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.9M

Top Sells

1
+$6.82M
2
+$3.49M
3
+$2.97M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.92M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.28M

Sector Composition

1 Energy 1.46%
2 Industrials 1.16%
3 Technology 0.55%
4 Financials 0.19%
5 Real Estate 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$109K 0.09%
+4,983
27
$105K 0.09%
3,720
-241,598
28
$79K 0.07%
+2,381
29
$78K 0.07%
6,750
+250
30
$76K 0.07%
+604
31
$75K 0.06%
+300
32
$74K 0.06%
+5,000
33
$63K 0.05%
+300
34
$60K 0.05%
+915
35
$48K 0.04%
+9,538
36
$42K 0.04%
+3,000
37
$42K 0.04%
+1,285
38
$41K 0.04%
+300
39
$40K 0.03%
+331
40
$37K 0.03%
+400
41
$37K 0.03%
+380
42
$34K 0.03%
+1,414
43
$28K 0.02%
+99
44
$27K 0.02%
+146
45
$26K 0.02%
+814
46
$26K 0.02%
+921
47
$24K 0.02%
+1,536
48
$22K 0.02%
+300
49
$22K 0.02%
+406
50
$22K 0.02%
+402
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