YAL

Your Advocates Ltd Portfolio holdings

AUM $328M
1-Year Est. Return 19.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$9.43M
3
+$8.18M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.96M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.83M

Top Sells

1
+$9.18M
2
+$4.22M
3
+$3.53M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$2.45M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.26M

Sector Composition

1 Energy 1.46%
2 Industrials 1.16%
3 Technology 0.55%
4 Financials 0.19%
5 Real Estate 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21K 0.02%
+82
52
$21K 0.02%
+500
53
$20K 0.02%
+4,158
54
$20K 0.02%
+100
55
$19K 0.02%
+196
56
$17K 0.01%
+51
57
$17K 0.01%
+200
58
$16K 0.01%
+464
59
$15K 0.01%
+329
60
$14K 0.01%
+2,000
61
$13K 0.01%
+500
62
$13K 0.01%
+88
63
$12K 0.01%
+160
64
$11K 0.01%
+394
65
$11K 0.01%
+694
66
$9K 0.01%
+275
67
$9K 0.01%
+113
68
$9K 0.01%
+100
69
$9K 0.01%
+206
70
$8K 0.01%
+60
71
$8K 0.01%
+1,218
72
$8K 0.01%
+1,200
73
$8K 0.01%
+51
74
$8K 0.01%
+300
75
$8K 0.01%
+52
1 2
3
4 5