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
$238M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.44M
3
+$2.05M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.56M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.39M

Top Sells

1
+$6.68M
2
+$5.88M
3
+$5.14M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.7M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.01M

Sector Composition

1 Energy 1.62%
2 Technology 0.87%
3 Consumer Discretionary 0.36%
4 Industrials 0.35%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$65.3K 0.03%
811
52
$63.9K 0.03%
400
53
$60.6K 0.03%
+1,597
54
$58.6K 0.02%
600
+100
55
$56.8K 0.02%
165
56
$55.6K 0.02%
350
-89
57
$54.4K 0.02%
2,171
+836
58
$51.5K 0.02%
2,000
59
$50.1K 0.02%
59
-55
60
$50K 0.02%
635
+179
61
$46.6K 0.02%
600
-50
62
$43.7K 0.02%
810
63
$43.6K 0.02%
1,965
64
$43.1K 0.02%
2,305
65
$38.8K 0.02%
178
66
$38.4K 0.02%
778
-40
67
$38.4K 0.02%
296
68
$38.1K 0.02%
598
-250
69
$34.2K 0.01%
889
+1
70
$33.4K 0.01%
+686
71
$33K 0.01%
500
+100
72
$32.6K 0.01%
200
73
$32.3K 0.01%
222
74
$31.6K 0.01%
1,190
75
$31.4K 0.01%
434
-9
1 2
3
4 5