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
$169M
AUM Growth
-$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$8.98M
3
+$2.8M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.65M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.54M

Top Sells

1
+$5.85M
2
+$5.44M
3
+$3.36M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.68M
5
GLD icon
SPDR Gold Trust
GLD
+$700K

Sector Composition

1 Energy 1.56%
2 Technology 0.79%
3 Industrials 0.36%
4 Consumer Discretionary 0.19%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$38K 0.02%
1,350
+500
52
$37K 0.02%
715
+315
53
$35K 0.02%
296
54
$35K 0.02%
74
55
$35K 0.02%
1,003
+100
56
$33K 0.02%
394
57
$33K 0.02%
772
-65
58
$31K 0.02%
10
59
$29K 0.02%
455
-230
60
$27K 0.02%
230
61
$22K 0.01%
621
+26
62
$22K 0.01%
151
63
$22K 0.01%
+615
64
$20K 0.01%
176
+88
65
$20K 0.01%
2,350
+2,050
66
$20K 0.01%
200
67
$20K 0.01%
136
68
$20K 0.01%
407
69
$19K 0.01%
145
70
$19K 0.01%
300
71
$19K 0.01%
140
72
$18K 0.01%
50
-144
73
$18K 0.01%
88
74
$18K 0.01%
500
75
$18K 0.01%
91
+1
1 2
3
4 5