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
$278M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Sector Composition

1 Energy 1.53%
2 Technology 0.71%
3 Industrials 0.31%
4 Consumer Discretionary 0.13%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SUSB icon
101
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.03B
$11.8K ﹤0.01%
471
RSG icon
102
Republic Services
RSG
$68.6B
$11.1K ﹤0.01%
45
TSCO icon
103
Tractor Supply
TSCO
$29.3B
$10.6K ﹤0.01%
200
XLF icon
104
Financial Select Sector SPDR Fund
XLF
$53.7B
$10.6K ﹤0.01%
201
IEV icon
105
iShares Europe ETF
IEV
$2.23B
$10.3K ﹤0.01%
163
VOE icon
106
Vanguard Mid-Cap Value ETF
VOE
$18.9B
$9.54K ﹤0.01%
58
TRV icon
107
Travelers Companies
TRV
$58.4B
$9.36K ﹤0.01%
35
SPOT icon
108
Spotify
SPOT
$138B
$9.21K ﹤0.01%
12
AME icon
109
Ametek
AME
$42.8B
$9.05K ﹤0.01%
50
IJR icon
110
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$8.96K ﹤0.01%
82
-29
MQ icon
111
Marqeta
MQ
$2.04B
$8.74K ﹤0.01%
1,500
FI icon
112
Fiserv
FI
$66.1B
$8.62K ﹤0.01%
50
SYK icon
113
Stryker
SYK
$143B
$7.91K ﹤0.01%
20
MS icon
114
Morgan Stanley
MS
$252B
$7.89K ﹤0.01%
56
ATR icon
115
AptarGroup
ATR
$8.52B
$7.82K ﹤0.01%
50
VRSK icon
116
Verisk Analytics
VRSK
$32.5B
$7.79K ﹤0.01%
25
TEM
117
Tempus AI
TEM
$15.2B
$7.63K ﹤0.01%
120
-680
SPTS icon
118
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.79B
$7.53K ﹤0.01%
257
+59
CPNG icon
119
Coupang
CPNG
$56.9B
$7.49K ﹤0.01%
250
USB icon
120
US Bancorp
USB
$71.1B
$7.47K ﹤0.01%
165
PINS icon
121
Pinterest
PINS
$22B
$7.17K ﹤0.01%
200
GRID icon
122
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$3.85B
$6.81K ﹤0.01%
49
PRO icon
123
PROS Holdings
PRO
$1.11B
$6.8K ﹤0.01%
434
XYL icon
124
Xylem
XYL
$35.5B
$6.47K ﹤0.01%
50
AXP icon
125
American Express
AXP
$241B
$6.43K ﹤0.01%
20