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
$255M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$784K
3
+$498K
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$454K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$239K

Top Sells

1
+$404K
2
+$378K
3
+$206K
4
PWR icon
Quanta Services
PWR
+$99.9K
5
ASO icon
Academy Sports + Outdoors
ASO
+$91.7K

Sector Composition

1 Energy 1.45%
2 Technology 0.8%
3 Consumer Discretionary 0.36%
4 Industrials 0.33%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$208K 0.08%
4,957
27
$195K 0.08%
453
+2
28
$181K 0.07%
1,112
29
$174K 0.07%
298
30
$148K 0.06%
2,985
-290
31
$142K 0.06%
300
32
$139K 0.05%
4,783
33
$125K 0.05%
3,473
-55
34
$117K 0.05%
3,693
35
$108K 0.04%
2,220
+73
36
$106K 0.04%
1,046
37
$97.4K 0.04%
775
-110
38
$92.1K 0.04%
2,216
-117
39
$90.6K 0.04%
331
40
$89.9K 0.04%
325
41
$89.1K 0.04%
914
42
$87K 0.03%
5,496
43
$79.9K 0.03%
429
-9
44
$78.2K 0.03%
200
45
$75.9K 0.03%
400
46
$72.3K 0.03%
811
47
$66K 0.03%
350
48
$65.8K 0.03%
600
49
$64.9K 0.03%
1,597
50
$59.2K 0.02%
146
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