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
$127M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$3.33M
3
+$2.33M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.09M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$216K

Top Sells

1
+$10.2M
2
+$8.56M
3
+$8.01M
4
WM icon
Waste Management
WM
+$1.47M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$243K

Sector Composition

1 Energy 1.46%
2 Technology 0.81%
3 Financials 0.19%
4 Consumer Discretionary 0.18%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$26K 0.02%
607
+457
52
$25K 0.02%
1,356
53
$23K 0.02%
196
54
$22K 0.02%
921
55
$20K 0.02%
200
56
$20K 0.02%
51
+1
57
$20K 0.02%
+194
58
$19K 0.01%
300
59
$19K 0.01%
500
+250
60
$19K 0.01%
88
+1
61
$18K 0.01%
245
62
$17K 0.01%
206
63
$17K 0.01%
464
64
$17K 0.01%
98
+76
65
$15K 0.01%
846
66
$15K 0.01%
+102
67
$14K 0.01%
113
68
$13K 0.01%
694
69
$13K 0.01%
819
+454
70
$12K 0.01%
112
71
$12K 0.01%
60
-60
72
$12K 0.01%
+53
73
$11K 0.01%
275
74
$11K 0.01%
211
75
$11K 0.01%
51
-300
1 2
3
4 5