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
$173M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.05M
3
+$1.75M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.5M

Top Sells

1
+$4.5M
2
+$4.02M
3
+$1.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.13M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.1M

Sector Composition

1 Energy 1.73%
2 Technology 0.72%
3 Industrials 0.34%
4 Consumer Discretionary 0.17%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$44.1K 0.03%
525
-280
52
$41.9K 0.02%
659
-395
53
$36.8K 0.02%
1,080
54
$35.5K 0.02%
+1,000
55
$34.5K 0.02%
737
-74
56
$33.8K 0.02%
74
57
$33.4K 0.02%
394
58
$32.8K 0.02%
623
+1
59
$32K 0.02%
711
-235
60
$31.6K 0.02%
962
+450
61
$31.4K 0.02%
+939
62
$31.3K 0.02%
230
63
$30K 0.02%
457
+2
64
$29.4K 0.02%
+206
65
$28.3K 0.02%
+1,000
66
$25.8K 0.01%
300
67
$23.9K 0.01%
140
68
$22.4K 0.01%
+500
69
$21.7K 0.01%
145
70
$20.4K 0.01%
609
-394
71
$19.3K 0.01%
2,400
72
$18.5K 0.01%
200
73
$17.9K 0.01%
50
74
$17.5K 0.01%
36
75
$16.8K 0.01%
500
1 2
3
4 5