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
$298M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Sector Composition

1 Energy 1.51%
2 Technology 0.78%
3 Industrials 0.33%
4 Consumer Discretionary 0.14%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AVDE icon
51
Avantis International Equity ETF
AVDE
$10.9B
$64.5K 0.02%
818
DD
52
DELISTED
Du Pont De Nemours E I
DD
$63.2K 0.02%
811
ESGD icon
53
iShares ESG Aware MSCI EAFE ETF
ESGD
$10.6B
$62.9K 0.02%
677
IAU icon
54
iShares Gold Trust
IAU
$65.5B
$60.4K 0.02%
830
SHOP icon
55
Shopify
SHOP
$204B
$59.4K 0.02%
400
HD icon
56
Home Depot
HD
$353B
$59.2K 0.02%
146
CTVA icon
57
Corteva
CTVA
$44.5B
$54.8K 0.02%
810
GEV icon
58
GE Vernova
GEV
$163B
$53.5K 0.02%
87
PXF icon
59
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.21B
$52.6K 0.02%
860
+283
PRFZ icon
60
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.6B
$52K 0.02%
1,145
+231
UNH icon
61
UnitedHealth
UNH
$296B
$51.8K 0.02%
150
DIA icon
62
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.4B
$51.5K 0.02%
111
+10
IWM icon
63
iShares Russell 2000 ETF
IWM
$71.7B
$49.4K 0.02%
204
+90
GRMN icon
64
Garmin
GRMN
$38B
$49.2K 0.02%
200
XLE icon
65
State Street Energy Select Sector SPDR ETF
XLE
$27.2B
$45.6K 0.02%
511
+5
NVDA icon
66
NVIDIA
NVDA
$4.48T
$45.5K 0.02%
244
+7
RKLB icon
67
Rocket Lab Corp
RKLB
$22.6B
$43.6K 0.01%
910
+10
ESML icon
68
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.02B
$43.3K 0.01%
960
+70
RVSN icon
69
Rail Vision
RVSN
$21.8M
$43K 0.01%
100,000
SCHE icon
70
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$39.7K 0.01%
1,189
VHT icon
71
Vanguard Health Care ETF
VHT
$17.4B
$39.2K 0.01%
151
+91
A icon
72
Agilent Technologies
A
$42.7B
$38K 0.01%
296
COST icon
73
Costco
COST
$405B
$37K 0.01%
40
IEMG icon
74
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$36.5K 0.01%
+553
VO icon
75
Vanguard Mid-Cap ETF
VO
$88.8B
$36.4K 0.01%
+124