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
$237M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$803K
2
+$509K
3
+$500K
4
PWR icon
Quanta Services
PWR
+$68.1K
5
CNP icon
CenterPoint Energy
CNP
+$61.7K

Top Sells

1
+$7.89M
2
+$2.61M
3
+$2.45M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.2M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.03M

Sector Composition

1 Energy 1.56%
2 Technology 0.75%
3 Industrials 0.38%
4 Consumer Discretionary 0.33%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$62.2K 0.03%
811
52
$61.7K 0.03%
+2,164
53
$61.4K 0.03%
439
54
$53K 0.02%
785
+233
55
$51.9K 0.02%
848
-150
56
$49.8K 0.02%
2,000
57
$47.6K 0.02%
1,965
58
$46.7K 0.02%
810
59
$46.7K 0.02%
650
60
$43.7K 0.02%
500
61
$43.1K 0.02%
296
62
$41K 0.02%
818
-110
63
$40.7K 0.02%
178
+166
64
$38.6K 0.02%
7,500
65
$37.7K 0.02%
2,305
-95
66
$36.4K 0.02%
456
+15
67
$35.8K 0.02%
888
68
$34.4K 0.01%
222
69
$33.9K 0.01%
1,500
70
$32.4K 0.01%
1,335
+279
71
$32.1K 0.01%
443
-12
72
$30.9K 0.01%
400
73
$30.5K 0.01%
1,076
74
$30.1K 0.01%
1,190
75
$30K 0.01%
150
+100
1 2
3
4 5