YAL
Your Advocates Ltd Portfolio holdings
AUM $261M
AUM
$261M
AUM Growth
+$8.97M (+4%)
Cap. Flow
+$6.49M
Cap. Flow % of AUM
2.49%
Top 10 Holdings %Top 10 Hldgs %
89.65%
Holding
216
New
6
Increased
38
Reduced
19
Closed
6
Top Buys
| 1 | $1.16M | |
| 2 | $1.11M | |
| 3 | $826K | |
| 4 | $654K | |
| 5 | $588K |
Top Sells
| 1 | $637K | |
| 2 | $43.4K | |
| 3 | $31K | |
| 4 | $26.4K | |
| 5 | $23.7K |
Sector Composition
| 1 | Energy | 1.81% |
| 2 | Technology | 0.76% |
| 3 | Industrials | 0.28% |
| 4 | Consumer Discretionary | 0.15% |
| 5 | Financials | 0.11% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $28.4K | 0.01% | 93 | – | – | |||
| $26.8K | 0.01% | 155 | – | – | |||
| $26.2K | 0.01% | 750 | – | – | |||
| $25.3K | 0.01% | 1,000 +300 | +43% | +$7.58K | |||
| $25.2K | 0.01% | 352 -250 | -42% | -$17.9K | |||
| $24K | 0.01% | 610 | – | – | |||
| $23.3K | 0.01% | 55 +10 | +22% | +$4.23K | |||
| $23.2K | 0.01% | 37 | – | – | |||
| $21K | 0.01% | 140 | – | – | |||
| $20.4K | 0.01% | 188 +8 | +4% | +$867 | |||
| $20.1K | 0.01% | 85 | – | – | |||
| $20.1K | 0.01% | 873 | – | – | |||
| $18.4K | 0.01% | 110 | – | – | |||
| $18.2K | 0.01% | 200 | – | – | |||
| $16.8K | 0.01% | 84 +5 | +6% | +$997 | |||
| $15.9K | 0.01% | 890 -10 | -1% | -$179 | |||
| $15.7K | 0.01% | 275 | – | – | |||
| $15.5K | 0.01% | 444 | – | – | |||
| $14.5K | 0.01% | 306 | – | – | |||
| $13.9K | 0.01% | 45 | – | – | |||
| $13.2K | 0.01% | 50 | New | +$13.2K | |||
| $12.8K | 0% | 100 | – | – | |||
| $11.8K | 0% | 471 | – | – | |||
| $11.6K | 0% | 111 | – | – | |||
| $11.6K | 0% | 427 | – | – |
