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
$116M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$7.23M
3
+$7.15M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.17M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.9M

Top Sells

1
+$6.82M
2
+$3.49M
3
+$2.97M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.92M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.28M

Sector Composition

1 Energy 1.46%
2 Industrials 1.16%
3 Technology 0.55%
4 Financials 0.19%
5 Real Estate 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7K 0.01%
+112
77
$7K 0.01%
+108
78
$7K 0.01%
+241
79
$7K 0.01%
+322
80
$7K 0.01%
+204
81
$7K 0.01%
39,000
82
$6K 0.01%
+63
83
$6K 0.01%
+150
84
$5K ﹤0.01%
+140
85
$5K ﹤0.01%
+50
86
$5K ﹤0.01%
+177
87
$5K ﹤0.01%
+35
88
$5K ﹤0.01%
+50
89
$5K ﹤0.01%
+145
90
$5K ﹤0.01%
+100
91
$5K ﹤0.01%
+150
92
$4K ﹤0.01%
+150
93
$4K ﹤0.01%
+30
94
$4K ﹤0.01%
+60
95
$4K ﹤0.01%
+25
96
$4K ﹤0.01%
+37
97
$4K ﹤0.01%
+100
98
$4K ﹤0.01%
+25
99
$3K ﹤0.01%
+62
100
$3K ﹤0.01%
+34
2 3
4
5 6