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
$237M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$803K
2
+$509K
3
+$500K
4
PWR icon
Quanta Services
PWR
+$68.1K
5
CNP icon
CenterPoint Energy
CNP
+$61.7K

Top Sells

1
+$7.89M
2
+$2.61M
3
+$2.45M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.2M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.03M

Sector Composition

1 Energy 1.56%
2 Technology 0.75%
3 Industrials 0.38%
4 Consumer Discretionary 0.33%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$29.8K 0.01%
200
77
$26.7K 0.01%
37
78
$25.2K 0.01%
155
79
$23.4K 0.01%
145
80
$23.4K 0.01%
+250
81
$22.9K 0.01%
1,728
+1,500
82
$22.8K 0.01%
200
83
$22.1K 0.01%
2,000
84
$22K 0.01%
300
85
$21.9K 0.01%
140
86
$20.9K 0.01%
85
87
$19.7K 0.01%
+200
88
$19.1K 0.01%
500
89
$18.5K 0.01%
71
-30
90
$17.5K 0.01%
+250
91
$17.1K 0.01%
100
92
$15K 0.01%
275
93
$14.9K 0.01%
444
94
$14.6K 0.01%
110
95
$14.4K 0.01%
306
+30
96
$14.1K 0.01%
+506
97
$12.9K 0.01%
45
98
$12.3K 0.01%
111
99
$11.4K ﹤0.01%
393
100
$11.2K ﹤0.01%
151
2 3
4
5 6