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
$176M
AUM Growth
-$786K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.43M
3
+$609K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$521K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$374K

Top Sells

1
+$1.02M
2
+$815K
3
+$755K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$659K
5
SLB icon
SLB Ltd
SLB
+$356K

Sector Composition

1 Energy 2.07%
2 Technology 0.94%
3 Consumer Discretionary 0.21%
4 Healthcare 0.18%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$20K 0.01%
407
77
$19K 0.01%
170
-36
78
$19K 0.01%
+100
79
$19K 0.01%
+10
80
$18K 0.01%
300
81
$17K 0.01%
+1,500
82
$17K 0.01%
+200
83
$17K 0.01%
+850
84
$16K 0.01%
208
85
$16K 0.01%
258
86
$16K 0.01%
60
87
$15K 0.01%
112
88
$15K 0.01%
275
89
$15K 0.01%
+186
90
$15K 0.01%
42
+9
91
$14K 0.01%
244
+5
92
$13K 0.01%
37
93
$12K 0.01%
43
94
$11K 0.01%
47
95
$11K 0.01%
83
96
$11K 0.01%
530
97
$10K 0.01%
52
98
$10K 0.01%
25
99
$10K 0.01%
361
100
$10K 0.01%
100
2 3
4
5 6