YAL

Your Advocates Ltd Portfolio holdings

AUM $278M
1-Year Est. Return 12.01%
This Quarter Est. Return
1 Year Est. Return
+12.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
-$634K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$7.26M
3
+$1.07M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$101K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$65.9K

Top Sells

1
+$4.59M
2
+$4.39M
3
+$4.24M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$4.09M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.7M

Sector Composition

1 Energy 2.22%
2 Technology 0.92%
3 Consumer Discretionary 0.22%
4 Industrials 0.2%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$28K 0.02%
596
52
$27K 0.02%
236
-27
53
$26K 0.02%
74
54
$26K 0.02%
464
55
$24K 0.02%
89
56
$22K 0.02%
265
57
$21K 0.02%
846
58
$20K 0.01%
140
59
$20K 0.01%
825
-165
60
$19K 0.01%
300
61
$19K 0.01%
52
62
$19K 0.01%
+150
63
$18K 0.01%
50
64
$18K 0.01%
200
65
$17K 0.01%
329
+254
66
$15K 0.01%
83
67
$15K 0.01%
112
-1
68
$14K 0.01%
+164
69
$14K 0.01%
+60
70
$14K 0.01%
+100
71
$14K 0.01%
275
72
$13K 0.01%
52
73
$13K 0.01%
150
74
$13K 0.01%
293
75
$13K 0.01%
201
1 2
3
4 5