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
$255M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$784K
3
+$498K
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$454K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$239K

Top Sells

1
+$404K
2
+$378K
3
+$206K
4
PWR icon
Quanta Services
PWR
+$99.9K
5
ASO icon
Academy Sports + Outdoors
ASO
+$91.7K

Sector Composition

1 Energy 1.45%
2 Technology 0.8%
3 Consumer Discretionary 0.36%
4 Industrials 0.33%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$28.7K 0.01%
1,076
77
$27.1K 0.01%
155
78
$26.1K 0.01%
145
79
$25.2K 0.01%
611
80
$25.2K 0.01%
300
81
$24.5K 0.01%
2,000
82
$24.3K 0.01%
1,500
83
$23.7K 0.01%
200
84
$22.3K 0.01%
140
85
$22.2K 0.01%
87
86
$22.1K 0.01%
500
87
$21.9K 0.01%
180
-740
88
$21K 0.01%
85
89
$20.5K 0.01%
873
90
$19K 0.01%
+45
91
$19K 0.01%
110
92
$16K 0.01%
275
93
$15.1K 0.01%
444
94
$14.8K 0.01%
306
95
$14.5K 0.01%
45
-180
96
$13.5K 0.01%
100
97
$13.4K 0.01%
80
+40
98
$13K 0.01%
111
-13
99
$12.6K 0.01%
151
100
$12.2K ﹤0.01%
427
2 3
4
5 6