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
$195M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.3M
3
+$1.09M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.03M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$968K

Top Sells

1
+$541K
2
+$232K
3
+$201K
4
SLB icon
SLB Ltd
SLB
+$83.8K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$83.5K

Sector Composition

1 Energy 1.63%
2 Technology 1.11%
3 Industrials 0.55%
4 Consumer Discretionary 0.52%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$28.6K 0.01%
222
77
$27.8K 0.01%
183
+158
78
$27.7K 0.01%
+240
79
$27.4K 0.01%
819
+654
80
$27K 0.01%
477
+7
81
$25.3K 0.01%
288
+79
82
$25.2K 0.01%
+135
83
$23.1K 0.01%
300
84
$22.4K 0.01%
+250
85
$22.1K 0.01%
145
86
$22.1K 0.01%
90
+60
87
$21.9K 0.01%
+350
88
$21.8K 0.01%
150
+100
89
$20.9K 0.01%
200
90
$20.7K 0.01%
609
91
$20K 0.01%
+200
92
$19.2K 0.01%
351
+325
93
$18.6K 0.01%
75
+25
94
$18.3K 0.01%
41
95
$18.2K 0.01%
+75
96
$18.1K 0.01%
500
97
$18K 0.01%
100
98
$17.4K 0.01%
85
+25
99
$17K 0.01%
+300
100
$16.9K 0.01%
37
+1
2 3
4
5 6