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
$298M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

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
AVGO icon
76
Broadcom
AVGO
$1.84T
$36.3K 0.01%
110
URI icon
77
United Rentals
URI
$51.3B
$35.3K 0.01%
37
CQP icon
78
Cheniere Energy
CQP
$26.3B
$34.1K 0.01%
145
GOVT icon
79
iShares US Treasury Bond ETF
GOVT
$33.2B
$33.4K 0.01%
1,446
VWO icon
80
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$31.4K 0.01%
580
TTD icon
81
Trade Desk
TTD
$19.6B
$29.4K 0.01%
600
XOP icon
82
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.78B
$29.3K 0.01%
222
IJR icon
83
iShares Core S&P Small-Cap ETF
IJR
$87.9B
$29K 0.01%
244
+162
VTV icon
84
Vanguard Value ETF
VTV
$152B
$28.9K 0.01%
155
SPEM icon
85
SPDR Portfolio Emerging Markets ETF
SPEM
$15.2B
$28.6K 0.01%
611
+1
DELL
86
DELISTED
DELL INC
DELL
$28.4K 0.01%
200
VB icon
87
Vanguard Small-Cap ETF
VB
$69B
$27.7K 0.01%
109
+104
WMT icon
88
Walmart
WMT
$886B
$27.6K 0.01%
+268
VIOO icon
89
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.05B
$26.3K 0.01%
238
KEYS icon
90
Keysight
KEYS
$34.2B
$24.5K 0.01%
140
PRF icon
91
Invesco FTSE RAFI US 1000 ETF
PRF
$8.47B
$24.1K 0.01%
533
+388
KO icon
92
Coca-Cola
KO
$306B
$23.3K 0.01%
352
SBUX icon
93
Starbucks
SBUX
$96.2B
$20.3K 0.01%
240
UNP icon
94
Union Pacific
UNP
$137B
$20.1K 0.01%
85
APH icon
95
Amphenol
APH
$175B
$18.6K 0.01%
150
OPPJ
96
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$107M
$18.5K 0.01%
444
MGK icon
97
Vanguard Mega Cap Growth ETF
MGK
$32.6B
$18.1K 0.01%
45
DD icon
98
DuPont de Nemours
DD
$16.8B
$17.2K 0.01%
1,793
CAT icon
99
Caterpillar
CAT
$270B
$16.7K 0.01%
35
PXH icon
100
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.73B
$16.6K 0.01%
+655