YAL

Your Advocates Ltd Portfolio holdings

AUM $328M
1-Year Est. Return 19.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$664K
3
+$511K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$392K
5
AHLT icon
American Beacon AHL Trend ETF
AHLT
+$375K

Top Sells

1
+$19.6M
2
+$587K
3
+$484K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$441K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$189K

Sector Composition

1 Energy 1.51%
2 Technology 0.78%
3 Industrials 0.33%
4 Consumer Discretionary 0.14%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36.3K 0.01%
110
77
$35.3K 0.01%
37
78
$34.1K 0.01%
145
79
$33.4K 0.01%
1,446
80
$31.4K 0.01%
580
81
$29.4K 0.01%
600
82
$29.3K 0.01%
222
83
$29K 0.01%
244
+162
84
$28.9K 0.01%
155
85
$28.6K 0.01%
611
+1
86
$28.4K 0.01%
200
87
$27.7K 0.01%
109
+104
88
$27.6K 0.01%
+268
89
$26.3K 0.01%
238
90
$24.5K 0.01%
140
91
$24.1K 0.01%
533
+388
92
$23.3K 0.01%
352
93
$20.3K 0.01%
240
94
$20.1K 0.01%
85
95
$18.6K 0.01%
150
96
$18.5K 0.01%
444
97
$18.1K 0.01%
225
98
$17.2K 0.01%
1,793
99
$16.7K 0.01%
35
100
$16.6K 0.01%
+655
2 3
4
5 6