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
$176M
AUM Growth
-$786K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.43M
3
+$609K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$521K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$374K

Top Sells

1
+$1.02M
2
+$815K
3
+$755K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$659K
5
SLB icon
SLB Ltd
SLB
+$356K

Sector Composition

1 Energy 2.07%
2 Technology 0.94%
3 Consumer Discretionary 0.21%
4 Healthcare 0.18%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$40K 0.02%
+770
52
$40K 0.02%
394
53
$39K 0.02%
296
54
$37K 0.02%
200
55
$37K 0.02%
837
-210
56
$31K 0.02%
230
57
$30K 0.02%
843
58
$27K 0.02%
+715
59
$25K 0.01%
100
60
$25K 0.01%
+151
61
$25K 0.01%
90
62
$24K 0.01%
516
63
$24K 0.01%
+400
64
$24K 0.01%
+200
65
$24K 0.01%
53
66
$23K 0.01%
595
67
$23K 0.01%
+749
68
$23K 0.01%
136
69
$23K 0.01%
500
70
$22K 0.01%
88
-32
71
$22K 0.01%
140
72
$21K 0.01%
175
+75
73
$21K 0.01%
1,700
+1,550
74
$21K 0.01%
+250
75
$20K 0.01%
145
1 2
3
4 5