YAL

Your Advocates Ltd Portfolio holdings

AUM $278M
1-Year Est. Return 12.01%
This Quarter Est. Return
1 Year Est. Return
+12.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.44M
3
+$2.05M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.56M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.39M

Top Sells

1
+$6.68M
2
+$5.88M
3
+$5.14M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.7M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.01M

Sector Composition

1 Energy 1.62%
2 Technology 0.87%
3 Consumer Discretionary 0.36%
4 Industrials 0.35%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$234K 0.1%
4,957
27
$202K 0.08%
451
-116
28
$193K 0.08%
1,112
29
$152K 0.06%
298
30
$144K 0.06%
3,275
-859
31
$134K 0.06%
4,783
-353
32
$126K 0.05%
300
33
$124K 0.05%
3,528
+55
34
$114K 0.05%
920
+220
35
$109K 0.05%
3,693
-835
36
$105K 0.04%
885
37
$102K 0.04%
1,046
38
$101K 0.04%
2,147
+224
39
$99.9K 0.04%
393
-75
40
$99.2K 0.04%
331
41
$90.9K 0.04%
1,706
+921
42
$89K 0.04%
+2,333
43
$87.9K 0.04%
+5,996
44
$84.6K 0.04%
438
+73
45
$77.6K 0.03%
325
46
$71.2K 0.03%
914
47
$70.7K 0.03%
225
+180
48
$70.3K 0.03%
5,496
-1
49
$66.8K 0.03%
122
50
$66.6K 0.03%
200
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