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
$298M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

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
CRWD icon
101
CrowdStrike
CRWD
$123B
$14.7K ﹤0.01%
30
EAGG icon
102
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.32B
$14.7K ﹤0.01%
306
NFLX icon
103
Netflix
NFLX
$398B
$14.4K ﹤0.01%
120
DFEV icon
104
Dimensional Emerging Markets Value ETF
DFEV
$1.25B
$13.6K ﹤0.01%
427
SCHP icon
105
Schwab US TIPS ETF
SCHP
$14.6B
$13.4K ﹤0.01%
496
AGG icon
106
iShares Core US Aggregate Bond ETF
AGG
$134B
$13.2K ﹤0.01%
132
-4,443
D icon
107
Dominion Energy
D
$51.1B
$12.2K ﹤0.01%
+200
CLS icon
108
Celestica
CLS
$34.9B
$12.2K ﹤0.01%
+273
SUSB icon
109
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.05B
$11.9K ﹤0.01%
471
EOG icon
110
EOG Resources
EOG
$57.5B
$11.4K ﹤0.01%
102
+1
TSCO icon
111
Tractor Supply
TSCO
$28B
$11.4K ﹤0.01%
200
XLF icon
112
State Street Financial Select Sector SPDR ETF
XLF
$53.8B
$10.9K ﹤0.01%
202
+1
IEV icon
113
iShares Europe ETF
IEV
$1.63B
$10.7K ﹤0.01%
163
BMNR
114
BitMine Immersion Technologies
BMNR
$13.2B
$10.4K ﹤0.01%
+200
RSG icon
115
Republic Services
RSG
$66.7B
$10.3K ﹤0.01%
45
VOE icon
116
Vanguard Mid-Cap Value ETF
VOE
$20B
$10.1K ﹤0.01%
58
FIS icon
117
Fidelity National Information Services
FIS
$34.5B
$9.96K ﹤0.01%
151
PRO
118
DELISTED
PROS Holdings
PRO
$9.94K ﹤0.01%
434
TRV icon
119
Travelers Companies
TRV
$64.8B
$9.77K ﹤0.01%
35
SPTS icon
120
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.84B
$9.65K ﹤0.01%
329
+72
AME icon
121
Ametek
AME
$46.8B
$9.4K ﹤0.01%
50
MS icon
122
Morgan Stanley
MS
$283B
$8.9K ﹤0.01%
56
SPOT icon
123
Spotify
SPOT
$119B
$8.38K ﹤0.01%
12
CPNG icon
124
Coupang
CPNG
$44.4B
$8.05K ﹤0.01%
250
USB icon
125
US Bancorp
USB
$83.5B
$7.97K ﹤0.01%
165