YAL
Your Advocates Ltd Portfolio holdings
AUM
$278M
1-Year Return
12.01%
This Quarter Return
+6.87%
1 Year Return
+12.01%
3 Year Return
+31.32%
5 Year Return
+47.38%
10 Year Return
–
AUM
$278M
AUM Growth
+$17.6M
(+6.7%)
Cap. Flow
+$233K
Cap. Flow
% of AUM
0.08%
Top 10 Holdings %
Top 10 Hldgs %
90.15%
Holding
218
New
8
Increased
40
Reduced
27
Closed
13
Top Buys
| 1 |
Dimensional US Core Equity 1 ETF
DCOR
|
$1.75M |
| 2 |
Dimensional US Small Cap ETF
DFAS
|
$1.26M |
| 3 |
ConocoPhillips
COP
|
$559K |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$459K |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$245K |
Top Sells
Sector Composition
| 1 | Energy | 1.53% |
| 2 | Technology | 0.71% |
| 3 | Industrials | 0.31% |
| 4 | Consumer Discretionary | 0.13% |
| 5 | Financials | 0.09% |
