YAL
Your Advocates Ltd Portfolio holdings
AUM $261M
AUM
$261M
AUM Growth
+$8.97M (+4%)
Cap. Flow
+$6.49M
Cap. Flow % of AUM
2.49%
Top 10 Holdings %Top 10 Hldgs %
89.65%
Holding
216
New
6
Increased
38
Reduced
19
Closed
6
Top Buys
| 1 | $1.16M | |
| 2 | $1.11M | |
| 3 | $826K | |
| 4 | $654K | |
| 5 | $588K |
Top Sells
| 1 | $637K | |
| 2 | $43.4K | |
| 3 | $31K | |
| 4 | $26.4K | |
| 5 | $23.7K |
Sector Composition
| 1 | Energy | 1.81% |
| 2 | Technology | 0.76% |
| 3 | Industrials | 0.28% |
| 4 | Consumer Discretionary | 0.15% |
| 5 | Financials | 0.11% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $11.5K | 0% | 35 | – | – | |||
| $11.4K | 0% | 393 | – | – | |||
| $11.3K | 0% | 151 | – | – | |||
| $11.2K | 0% | 12 | – | – | |||
| $11K | 0% | 50 | – | – | |||
| $11K | 0% | 200 | – | – | |||
| $10.9K | 0% | 45 | – | – | |||
| $10.6K | 0% | 30 | – | – | |||
| $10K | 0% | 201 +56 | +39% | +$2.79K | |||
| $9.84K | 0% | 150 | – | – | |||
| $9.49K | 0% | 163 | – | – | |||
| $9.31K | 0% | 58 | – | – | |||
| $9.26K | 0% | 35 | – | – | |||
| $9.09K | 0% | 500 | New | +$9.09K | |||
| $8.78K | 0% | 100 -10 | -9% | -$878 | |||
| $8.61K | 0% | 50 | – | – | |||
| $8.26K | 0% | 434 | – | – | |||
| $7.45K | 0% | 20 | – | – | |||
| $7.44K | 0% | 25 | – | – | |||
| $7.42K | 0% | 50 | – | – | |||
| $6.97K | 0% | 165 | – | – | |||
| $6.6K | 0% | 12 | – | – | |||
| $6.53K | 0% | 56 | – | – | |||
| $6.23K | 0% | 22 | – | – | |||
| $6.2K | 0% | 25 | – | – |
