YAL
Your Advocates Ltd Portfolio holdings
AUM
$278M
1-Year Return
12.01%
This Quarter Return
-2.82%
1 Year Return
+12.01%
3 Year Return
+31.32%
5 Year Return
+47.38%
10 Year Return
–
AUM
$252M
AUM Growth
-$2.89M
(-1.1%)
Cap. Flow
+$4.3M
Cap. Flow
% of AUM
1.71%
Top 10 Holdings %
Top 10 Hldgs %
89.78%
Holding
245
New
12
Increased
38
Reduced
27
Closed
36
Top Buys
Top Sells
| 1 |
Tesla
TSLA
|
$927K |
| 2 |
Motley Fool Global Opportunities ETF
TMFG
|
$117K |
| 3 |
BBSA
JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF
BBSA
|
$108K |
| 4 |
Franklin International Aggregate Bond ETF
FLIA
|
$101K |
| 5 |
SPDR Gold Trust
GLD
|
$98.8K |
Sector Composition
| 1 | Energy | 1.47% |
| 2 | Technology | 0.86% |
| 3 | Industrials | 0.3% |
| 4 | Consumer Discretionary | 0.13% |
| 5 | Financials | 0.11% |
