YAL

Your Advocates Ltd Portfolio holdings

AUM $278M
1-Year Est. Return 12.01%
This Quarter Est. Return
1 Year Est. Return
+12.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
-$634K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$7.26M
3
+$1.07M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$101K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$65.9K

Top Sells

1
+$4.59M
2
+$4.39M
3
+$4.24M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$4.09M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.7M

Sector Composition

1 Energy 2.22%
2 Technology 0.92%
3 Consumer Discretionary 0.22%
4 Industrials 0.2%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13K 0.01%
60
77
$12K 0.01%
500
78
$12K 0.01%
37
79
$11K 0.01%
500
+100
80
$11K 0.01%
108
81
$11K 0.01%
+150
82
$11K 0.01%
140
+42
83
$10K 0.01%
121
84
$10K 0.01%
145
85
$10K 0.01%
151
+46
86
$10K 0.01%
843
87
$9K 0.01%
287
88
$9K 0.01%
348
+198
89
$9K 0.01%
35
90
$9K 0.01%
+700
91
$9K 0.01%
+354
92
$8K 0.01%
30
93
$8K 0.01%
50
94
$8K 0.01%
+50
95
$8K 0.01%
150
96
$7K 0.01%
140
97
$7K 0.01%
100
98
$7K 0.01%
+478
99
$6K ﹤0.01%
139
+42
100
$6K ﹤0.01%
177
2 3
4
5 6