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
$173M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.05M
3
+$1.75M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.5M

Top Sells

1
+$4.5M
2
+$4.02M
3
+$1.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.13M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.1M

Sector Composition

1 Energy 1.73%
2 Technology 0.72%
3 Industrials 0.34%
4 Consumer Discretionary 0.17%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$434K 0.25%
4,173
+667
27
$403K 0.23%
11,642
+1,545
28
$384K 0.22%
4,516
+17
29
$244K 0.14%
16,344
+75
30
$186K 0.11%
350
31
$156K 0.09%
5,247
+672
32
$142K 0.08%
592
33
$140K 0.08%
6,119
34
$131K 0.08%
3,532
+350
35
$106K 0.06%
4,916
-6,860
36
$93.3K 0.05%
3,473
37
$90.7K 0.05%
5,497
38
$90.7K 0.05%
914
39
$84.8K 0.05%
719
40
$83.6K 0.05%
300
41
$75.6K 0.04%
1,607
-903
42
$71.7K 0.04%
300
43
$57.3K 0.03%
331
44
$55.5K 0.03%
1,022
+307
45
$54.5K 0.03%
13,125
-11,984
46
$54.2K 0.03%
400
47
$54.2K 0.03%
3,000
48
$46.1K 0.03%
146
49
$44.6K 0.03%
1,455
+870
50
$44.3K 0.03%
296
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2
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