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
$136M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.76M
3
+$492K
4
VB icon
Vanguard Small-Cap ETF
VB
+$257K
5
IAU icon
iShares Gold Trust
IAU
+$256K

Top Sells

1
+$12.1M
2
+$11.4M
3
+$370K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$280K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$151K

Sector Composition

1 Energy 1.83%
2 Technology 0.98%
3 Financials 0.22%
4 Consumer Discretionary 0.19%
5 Industrials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$27K 0.02%
196
52
$25K 0.02%
+596
53
$24K 0.02%
200
54
$23K 0.02%
500
55
$22K 0.02%
89
+1
56
$22K 0.02%
990
-366
57
$22K 0.02%
464
58
$22K 0.02%
921
59
$21K 0.02%
245
60
$20K 0.01%
+80
61
$20K 0.01%
194
62
$19K 0.01%
206
63
$18K 0.01%
+140
64
$18K 0.01%
52
+1
65
$17K 0.01%
300
66
$17K 0.01%
112
67
$17K 0.01%
50
-50
68
$17K 0.01%
846
69
$16K 0.01%
293
-1,863
70
$16K 0.01%
113
71
$16K 0.01%
265
-1,020
72
$15K 0.01%
694
73
$15K 0.01%
+150
74
$15K 0.01%
83
75
$15K 0.01%
+200
1 2
3
4 5