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
$255M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$784K
3
+$498K
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$454K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$239K

Top Sells

1
+$404K
2
+$378K
3
+$206K
4
PWR icon
Quanta Services
PWR
+$99.9K
5
ASO icon
Academy Sports + Outdoors
ASO
+$91.7K

Sector Composition

1 Energy 1.45%
2 Technology 0.8%
3 Consumer Discretionary 0.36%
4 Industrials 0.33%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$56.7K 0.02%
2,410
+239
52
$56.6K 0.02%
2,000
53
$56.4K 0.02%
670
+35
54
$52.3K 0.02%
59
55
$47.6K 0.02%
810
56
$46.7K 0.02%
81
-41
57
$45.1K 0.02%
500
-100
58
$44.9K 0.02%
1,965
59
$44K 0.02%
296
60
$43K 0.02%
598
61
$42.2K 0.02%
178
62
$37.2K 0.01%
889
63
$35.8K 0.01%
686
64
$35.4K 0.01%
670
-108
65
$35.2K 0.01%
200
66
$35.1K 0.01%
1,900
-405
67
$34.7K 0.01%
1,190
68
$33.6K 0.01%
+281
69
$32.1K 0.01%
400
-100
70
$31.7K 0.01%
100
+45
71
$31.4K 0.01%
434
72
$31.3K 0.01%
356
+43
73
$30K 0.01%
37
74
$29.2K 0.01%
222
75
$29K 0.01%
7,500
1 2
3
4 5