YAL
Your Advocates Ltd Portfolio holdings
AUM
$278M
1-Year Return
12.01%
This Quarter Return
+2.53%
1 Year Return
+12.01%
3 Year Return
+31.32%
5 Year Return
+47.38%
10 Year Return
–
AUM
$195M
AUM Growth
+$12.8M
(+7%)
Cap. Flow
+$8.4M
Cap. Flow
% of AUM
4.31%
Top 10 Holdings %
Top 10 Hldgs %
84.25%
Holding
293
New
49
Increased
64
Reduced
11
Closed
12
Top Buys
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$541K |
| 2 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
$232K |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$201K |
| 4 |
Schlumberger
SLB
|
$83.8K |
| 5 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
$83.5K |
Sector Composition
| 1 | Energy | 1.63% |
| 2 | Technology | 1.11% |
| 3 | Industrials | 0.55% |
| 4 | Consumer Discretionary | 0.52% |
| 5 | Healthcare | 0.36% |
