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
$182M
AUM Growth
+$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$25.4M
3
+$16M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$15.6M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$7.04M

Top Sells

1
+$29.2M
2
+$28.9M
3
+$13.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$8.01M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.58M

Sector Composition

1 Energy 1.77%
2 Technology 0.87%
3 Consumer Discretionary 0.43%
4 Industrials 0.37%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$40.9K 0.02%
296
52
$40.7K 0.02%
624
+1
53
$37.9K 0.02%
1,080
54
$36.8K 0.02%
74
55
$34.3K 0.02%
206
56
$34.2K 0.02%
711
57
$33.7K 0.02%
1,000
58
$32.7K 0.02%
962
59
$30.8K 0.02%
+400
60
$30.5K 0.02%
500
61
$28.3K 0.02%
222
-8
62
$27.5K 0.02%
154
+126
63
$26.6K 0.01%
1,000
64
$24.9K 0.01%
300
65
$24.6K 0.01%
+470
66
$24.4K 0.01%
2,400
67
$22.9K 0.01%
145
68
$22.6K 0.01%
140
69
$21.6K 0.01%
348
-311
70
$20.2K 0.01%
200
71
$19.7K 0.01%
609
72
$18.6K 0.01%
+100
73
$17.2K 0.01%
36
74
$16.9K 0.01%
41
-9
75
$16.4K 0.01%
+225
1 2
3
4 5