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
$116M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$7.23M
3
+$7.15M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.17M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.9M

Top Sells

1
+$6.82M
2
+$3.49M
3
+$2.97M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.92M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.28M

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%
+500
52
$21K 0.02%
+82
53
$20K 0.02%
+100
54
$20K 0.02%
+4,158
55
$19K 0.02%
+196
56
$17K 0.01%
+200
57
$17K 0.01%
+51
58
$16K 0.01%
+464
59
$15K 0.01%
+329
60
$14K 0.01%
+2,000
61
$13K 0.01%
+88
62
$13K 0.01%
+500
63
$12K 0.01%
+160
64
$11K 0.01%
+694
65
$11K 0.01%
+394
66
$9K 0.01%
+206
67
$9K 0.01%
+100
68
$9K 0.01%
+113
69
$9K 0.01%
+275
70
$8K 0.01%
+52
71
$8K 0.01%
+300
72
$8K 0.01%
+51
73
$8K 0.01%
+1,200
74
$8K 0.01%
+1,218
75
$8K 0.01%
+60
1 2
3
4 5