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
$238M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.44M
3
+$2.05M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.56M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.39M

Top Sells

1
+$6.68M
2
+$5.88M
3
+$5.14M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.7M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.01M

Sector Composition

1 Energy 1.62%
2 Technology 0.87%
3 Consumer Discretionary 0.36%
4 Industrials 0.35%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$31.1K 0.01%
7,500
77
$30.8K 0.01%
1,076
78
$30K 0.01%
2,000
79
$29.8K 0.01%
1,500
80
$28.6K 0.01%
313
+212
81
$27.6K 0.01%
200
82
$25.4K 0.01%
145
83
$24.9K 0.01%
155
84
$23.9K 0.01%
37
85
$23K 0.01%
611
-26,933
86
$23K 0.01%
+60
87
$20.6K 0.01%
300
88
$20.6K 0.01%
+55
89
$19.7K 0.01%
873
-2,035
90
$19.2K 0.01%
85
91
$19.1K 0.01%
140
92
$18.6K 0.01%
500
93
$17.7K 0.01%
110
94
$16K 0.01%
212
+100
95
$15.7K 0.01%
100
96
$15.5K 0.01%
444
97
$14.9K 0.01%
+87
98
$14.2K 0.01%
306
99
$14K 0.01%
+400
100
$13.5K 0.01%
275
2 3
4
5 6