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
$248M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$19M
3
+$15.1M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$306K
5
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$72.3K

Top Sells

1
+$5.72M
2
+$5.42M
3
+$2.68M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.05M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.72M

Sector Composition

1 Energy 1.31%
2 Technology 0.72%
3 Consumer Discretionary 0.38%
4 Industrials 0.31%
5 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$26K 0.01%
1,076
-2,967
77
$25.7K 0.01%
200
78
$24.8K 0.01%
214
+35
79
$24.8K 0.01%
145
80
$24.3K 0.01%
300
81
$24K 0.01%
101
-308
82
$23.4K 0.01%
1,056
+951
83
$23.2K 0.01%
155
-13
84
$22.9K 0.01%
+500
85
$22.3K 0.01%
140
86
$21.2K 0.01%
37
87
$20.9K 0.01%
85
88
$17.1K 0.01%
609
89
$15.9K 0.01%
535
+344
90
$15.3K 0.01%
200
91
$15K 0.01%
304
-41
92
$14.3K 0.01%
275
93
$13.2K 0.01%
444
94
$13.2K 0.01%
276
+275
95
$13K 0.01%
100
96
$12.3K ﹤0.01%
110
+40
97
$12.2K ﹤0.01%
112
98
$12K ﹤0.01%
111
99
$11.7K ﹤0.01%
45
100
$11.4K ﹤0.01%
393
-261
2 3
4
5 6