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
$195M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.3M
3
+$1.09M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.03M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$968K

Top Sells

1
+$541K
2
+$232K
3
+$201K
4
SLB icon
SLB Ltd
SLB
+$83.8K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$83.5K

Sector Composition

1 Energy 1.63%
2 Technology 1.11%
3 Industrials 0.55%
4 Consumer Discretionary 0.52%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$60.3K 0.03%
+280
52
$60.1K 0.03%
998
+650
53
$60.1K 0.03%
+125
54
$56.8K 0.03%
+450
55
$52.2K 0.03%
+100
56
$51.7K 0.03%
3,000
57
$46.3K 0.02%
+400
58
$45.4K 0.02%
146
59
$45.2K 0.02%
2,400
60
$44.4K 0.02%
265
+125
61
$43.6K 0.02%
400
62
$41K 0.02%
1,155
+75
63
$40.5K 0.02%
206
64
$39.8K 0.02%
74
65
$39.1K 0.02%
751
+40
66
$38.6K 0.02%
500
67
$36.9K 0.02%
1,030
68
$36.7K 0.02%
425
+200
69
$35.1K 0.02%
624
+544
70
$34K 0.02%
290
+190
71
$33.9K 0.02%
+150
72
$33.8K 0.02%
+300
73
$31.5K 0.02%
888
-74
74
$29.7K 0.02%
550
-74
75
$28.9K 0.01%
150
+125
1 2
3
4 5