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
$136M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.76M
3
+$492K
4
VB icon
Vanguard Small-Cap ETF
VB
+$257K
5
IAU icon
iShares Gold Trust
IAU
+$256K

Top Sells

1
+$12.1M
2
+$11.4M
3
+$370K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$280K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$151K

Sector Composition

1 Energy 1.83%
2 Technology 0.98%
3 Financials 0.22%
4 Consumer Discretionary 0.19%
5 Industrials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14K 0.01%
100
+50
77
$14K 0.01%
200
+100
78
$13K 0.01%
+150
79
$13K 0.01%
241
80
$12K 0.01%
275
81
$12K 0.01%
322
82
$12K 0.01%
60
83
$12K 0.01%
+798
84
$11K 0.01%
52
85
$11K 0.01%
+400
86
$11K 0.01%
+201
87
$11K 0.01%
108
88
$10K 0.01%
121
89
$10K 0.01%
500
90
$9K 0.01%
145
91
$9K 0.01%
37
92
$9K 0.01%
4,882
93
$8K 0.01%
35
94
$8K 0.01%
150
-89
95
$7K 0.01%
30
96
$7K 0.01%
+287
97
$7K 0.01%
+98
98
$6K ﹤0.01%
+251
99
$6K ﹤0.01%
177
100
$6K ﹤0.01%
50
2 3
4
5 6