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
$173M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.05M
3
+$1.75M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.5M

Top Sells

1
+$4.5M
2
+$4.02M
3
+$1.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.13M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.1M

Sector Composition

1 Energy 1.73%
2 Technology 0.72%
3 Industrials 0.34%
4 Consumer Discretionary 0.17%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16.3K 0.01%
175
77
$14.5K 0.01%
69
78
$14K 0.01%
268
79
$13.6K 0.01%
1,030
+1,000
80
$13.2K 0.01%
37
81
$13.1K 0.01%
112
82
$12.8K 0.01%
275
83
$12.7K 0.01%
100
84
$12.5K 0.01%
188
+1
85
$12.4K 0.01%
+283
86
$12.4K 0.01%
60
87
$11.3K 0.01%
393
88
$10.8K 0.01%
88
89
$9.97K 0.01%
52
90
$9.83K 0.01%
444
91
$9.65K 0.01%
427
92
$9.61K 0.01%
140
93
$9.16K 0.01%
1,500
94
$8.73K 0.01%
367
+36
95
$8.17K ﹤0.01%
139
96
$8.04K ﹤0.01%
200
97
$7.73K ﹤0.01%
51
98
$7.61K ﹤0.01%
361
99
$7.61K ﹤0.01%
287
100
$7.27K ﹤0.01%
30
2 3
4
5 6