YAL

Your Advocates Ltd Portfolio holdings

AUM $328M
1-Year Est. Return 19.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.81%
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
+$9.9M
2
+$9.43M
3
+$8.18M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$3.96M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.83M

Top Sells

1
+$9.18M
2
+$4.22M
3
+$3.53M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$2.45M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.26M

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%
39,000
77
$7K 0.01%
+112
78
$7K 0.01%
+108
79
$7K 0.01%
+241
80
$7K 0.01%
+322
81
$7K 0.01%
+204
82
$6K 0.01%
+150
83
$6K 0.01%
+63
84
$5K ﹤0.01%
+150
85
$5K ﹤0.01%
+100
86
$5K ﹤0.01%
+140
87
$5K ﹤0.01%
+145
88
$5K ﹤0.01%
+50
89
$5K ﹤0.01%
+140
90
$5K ﹤0.01%
+177
91
$5K ﹤0.01%
+50
92
$4K ﹤0.01%
+150
93
$4K ﹤0.01%
+30
94
$4K ﹤0.01%
+60
95
$4K ﹤0.01%
+25
96
$4K ﹤0.01%
+100
97
$4K ﹤0.01%
+25
98
$4K ﹤0.01%
+37
99
$3K ﹤0.01%
+100
100
$3K ﹤0.01%
+761
2 3
4
5 6