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
$177M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$6.05M
3
+$5.66M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$505K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$472K

Top Sells

1
+$3.39M
2
+$2.9M
3
+$119K
4
COP icon
ConocoPhillips
COP
+$92.7K
5
XOM icon
Exxon Mobil
XOM
+$80.5K

Sector Composition

1 Energy 1.68%
2 Technology 0.94%
3 Consumer Discretionary 0.24%
4 Industrials 0.17%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$33K 0.02%
200
52
$32K 0.02%
120
+107
53
$31K 0.02%
90
54
$30K 0.02%
100
55
$29K 0.02%
140
56
$26K 0.01%
595
-30
57
$24K 0.01%
516
58
$23K 0.01%
+100
59
$23K 0.01%
846
60
$23K 0.01%
206
61
$23K 0.01%
136
62
$22K 0.01%
300
63
$22K 0.01%
230
64
$21K 0.01%
500
65
$21K 0.01%
407
66
$19K 0.01%
53
67
$19K 0.01%
112
68
$18K 0.01%
208
69
$17K 0.01%
530
-175
70
$17K 0.01%
+196
71
$16K 0.01%
100
72
$16K 0.01%
+653
73
$15K 0.01%
145
74
$15K 0.01%
258
75
$15K 0.01%
275
1 2
3
4 5