YAL

Your Advocates Ltd Portfolio holdings

AUM $328M
1-Year Est. Return 19.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$664K
3
+$511K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$392K
5
AHLT icon
American Beacon AHL Trend ETF
AHLT
+$375K

Top Sells

1
+$19.6M
2
+$587K
3
+$484K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$441K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$189K

Sector Composition

1 Energy 1.51%
2 Technology 0.78%
3 Industrials 0.33%
4 Consumer Discretionary 0.14%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$64.5K 0.02%
818
52
$63.2K 0.02%
811
53
$62.9K 0.02%
677
54
$60.4K 0.02%
830
55
$59.4K 0.02%
400
56
$59.2K 0.02%
146
57
$54.8K 0.02%
810
58
$53.5K 0.02%
87
59
$52.6K 0.02%
860
+283
60
$52K 0.02%
1,145
+231
61
$51.8K 0.02%
150
62
$51.5K 0.02%
111
+10
63
$49.4K 0.02%
204
+90
64
$49.2K 0.02%
200
65
$45.6K 0.02%
1,022
+10
66
$45.5K 0.02%
244
+7
67
$43.6K 0.01%
910
+10
68
$43.3K 0.01%
960
+70
69
$43K 0.01%
3,333
70
$39.7K 0.01%
1,189
71
$39.2K 0.01%
151
+91
72
$38K 0.01%
296
73
$37K 0.01%
40
74
$36.5K 0.01%
+553
75
$36.4K 0.01%
+496
1 2
3
4 5