YAL
Your Advocates Ltd Portfolio holdings
AUM
$278M
1-Year Return
12.01%
This Quarter Return
+8.77%
1 Year Return
+12.01%
3 Year Return
+31.32%
5 Year Return
+47.38%
10 Year Return
–
AUM
$144M
AUM Growth
+$28.6M
(+25%)
Cap. Flow
+$8.79M
Cap. Flow
% of AUM
6.09%
Top 10 Holdings %
Top 10 Hldgs %
90.78%
Holding
163
New
33
Increased
23
Reduced
21
Closed
12
Top Buys
| 1 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$26.7M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$25.7M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$1.21M |
| 4 |
SPDR Gold Trust
GLD
|
$660K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$146K |
Top Sells
Sector Composition
| 1 | Energy | 1.51% |
| 2 | Industrials | 1.12% |
| 3 | Technology | 0.66% |
| 4 | Financials | 0.17% |
| 5 | Real Estate | 0.16% |
