YAL

Your Advocates Ltd Portfolio holdings

AUM $306M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Sector Composition

1 Energy 1.54%
2 Technology 0.75%
3 Industrials 0.29%
4 Consumer Discretionary 0.15%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AVGO icon
76
Broadcom
AVGO
$1.47T
$38.1K 0.01%
110
VO icon
77
Vanguard Mid-Cap ETF
VO
$93.2B
$36K 0.01%
124
VWO icon
78
Vanguard FTSE Emerging Markets ETF
VWO
$108B
$36K 0.01%
669
+89
COST icon
79
Costco
COST
$447B
$34.5K 0.01%
40
GOVT icon
80
iShares US Treasury Bond ETF
GOVT
$35.9B
$33.3K 0.01%
1,446
DD
81
DELISTED
Du Pont De Nemours E I
DD
$32.6K 0.01%
811
RVSN icon
82
Rail Vision
RVSN
$16.7M
$32K 0.01%
3,333
URI icon
83
United Rentals
URI
$50.3B
$29.9K 0.01%
37
VTV icon
84
Vanguard Value ETF
VTV
$166B
$29.6K 0.01%
155
SPEM icon
85
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$16.1B
$28.6K 0.01%
611
KEYS icon
86
Keysight
KEYS
$51B
$28.4K 0.01%
140
CQP icon
87
Cheniere Energy
CQP
$29.5B
$28.2K 0.01%
145
VB icon
88
Vanguard Small-Cap ETF
VB
$71.4B
$28.1K 0.01%
109
XOP icon
89
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$2.62B
$28K 0.01%
222
IJR icon
90
iShares Core S&P Small-Cap ETF
IJR
$93.2B
$27.3K 0.01%
227
-17
MCD icon
91
McDonald's
MCD
$235B
$26.9K 0.01%
+88
VIOO icon
92
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.3B
$26.4K 0.01%
238
DELL
93
DELISTED
DELL INC
DELL
$25.2K 0.01%
200
PRF icon
94
Invesco FTSE RAFI US 1000 ETF
PRF
$8.81B
$25K 0.01%
533
ESML icon
95
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.27B
$21.7K 0.01%
472
-488
OPPJ
96
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$212M
$20.6K 0.01%
444
APH icon
97
Amphenol
APH
$157B
$20.3K 0.01%
150
SBUX icon
98
Starbucks
SBUX
$108B
$20.2K 0.01%
240
CAT icon
99
Caterpillar
CAT
$330B
$20.1K 0.01%
35
UNP icon
100
Union Pacific
UNP
$154B
$19.7K 0.01%
85