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
$182M
AUM Growth
+$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$25.4M
3
+$16M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$15.6M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$7.04M

Top Sells

1
+$29.2M
2
+$28.9M
3
+$13.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$8.01M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.58M

Sector Composition

1 Energy 1.77%
2 Technology 0.87%
3 Consumer Discretionary 0.43%
4 Industrials 0.37%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16.4K 0.01%
1,030
77
$16.3K 0.01%
500
78
$16K 0.01%
209
-59
79
$15.5K 0.01%
69
80
$15K 0.01%
209
-248
81
$14.9K 0.01%
364
-12,507
82
$14.6K 0.01%
37
83
$14.3K 0.01%
+75
84
$14K 0.01%
100
85
$13.7K 0.01%
112
86
$13.4K 0.01%
189
+1
87
$13.1K 0.01%
+200
88
$12.9K 0.01%
551
-29,365
89
$12.8K 0.01%
275
90
$12.7K 0.01%
393
91
$12.2K 0.01%
+50
92
$12.1K 0.01%
60
93
$11.1K 0.01%
52
94
$11.1K 0.01%
+50
95
$11K 0.01%
88
96
$10.8K 0.01%
444
97
$10K 0.01%
140
98
$9.98K 0.01%
427
99
$8.59K ﹤0.01%
+176
100
$8.38K ﹤0.01%
139
2 3
4
5 6