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
$248M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$19M
3
+$15.1M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$306K
5
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$72.3K

Top Sells

1
+$5.72M
2
+$5.42M
3
+$2.68M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.05M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.72M

Sector Composition

1 Energy 1.31%
2 Technology 0.72%
3 Consumer Discretionary 0.38%
4 Industrials 0.31%
5 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$56K 0.02%
400
52
$48K 0.02%
653
+163
53
$45.6K 0.02%
650
54
$45.1K 0.02%
1,965
+1,604
55
$44.7K 0.02%
439
+282
56
$44.5K 0.02%
2,400
57
$44.5K 0.02%
206
58
$44.5K 0.02%
928
59
$41.2K 0.02%
296
60
$38.8K 0.02%
810
+671
61
$36.5K 0.01%
2,000
62
$36.4K 0.01%
552
+1
63
$36K 0.01%
500
-20
64
$35.2K 0.01%
1,500
65
$34.7K 0.01%
700
66
$33.8K 0.01%
888
67
$33.3K 0.01%
441
+151
68
$31.3K 0.01%
455
+2
69
$31.2K 0.01%
400
+391
70
$31K 0.01%
7,500
71
$30.4K 0.01%
222
72
$30.3K 0.01%
337
-54
73
$30K 0.01%
517
-1,539
74
$29.5K 0.01%
1,190
-1,350
75
$26.7K 0.01%
2,000
1 2
3
4 5