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
$167M
AUM Growth
-$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.54M
3
+$771K
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$736K
5
GLD icon
SPDR Gold Trust
GLD
+$465K

Top Sells

1
+$984K
2
+$835K
3
+$462K
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$401K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$308K

Sector Composition

1 Energy 1.55%
2 Technology 0.77%
3 Industrials 0.29%
4 Consumer Discretionary 0.19%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13K 0.01%
+44
77
$12K 0.01%
187
+1
78
$12K 0.01%
45
79
$12K 0.01%
60
80
$11K 0.01%
120
81
$11K 0.01%
1,500
82
$11K 0.01%
275
83
$11K 0.01%
100
84
$10K 0.01%
+444
85
$10K 0.01%
268
+8
86
$10K 0.01%
37
87
$9K 0.01%
+427
88
$9K 0.01%
393
+163
89
$9K 0.01%
112
90
$9K 0.01%
47
91
$9K 0.01%
88
-88
92
$8K ﹤0.01%
139
93
$8K ﹤0.01%
83
94
$8K ﹤0.01%
480
95
$8K ﹤0.01%
331
96
$7K ﹤0.01%
25
97
$7K ﹤0.01%
151
98
$7K ﹤0.01%
287
99
$7K ﹤0.01%
177
100
$7K ﹤0.01%
51
-85
2 3
4
5 6