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
$136M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$9.76M
3
+$492K
4
VB icon
Vanguard Small-Cap ETF
VB
+$257K
5
IAU icon
iShares Gold Trust
IAU
+$256K

Top Sells

1
+$12.1M
2
+$11.4M
3
+$370K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$280K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$151K

Sector Composition

1 Energy 1.83%
2 Technology 0.98%
3 Financials 0.22%
4 Consumer Discretionary 0.19%
5 Industrials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6K ﹤0.01%
843
102
$6K ﹤0.01%
140
103
$6K ﹤0.01%
100
104
$6K ﹤0.01%
600
+300
105
$5K ﹤0.01%
25
106
$5K ﹤0.01%
102
-1,122
107
$5K ﹤0.01%
101
108
$4K ﹤0.01%
+150
109
$4K ﹤0.01%
50
110
$4K ﹤0.01%
40
111
$4K ﹤0.01%
75
-532
112
$4K ﹤0.01%
52
+26
113
$4K ﹤0.01%
100
114
$4K ﹤0.01%
+507
115
$4K ﹤0.01%
+97
116
$3K ﹤0.01%
13
117
$3K ﹤0.01%
100
118
$3K ﹤0.01%
25
119
$3K ﹤0.01%
200
120
$3K ﹤0.01%
+144
121
$2K ﹤0.01%
+12
122
$2K ﹤0.01%
100
123
$2K ﹤0.01%
23
124
$2K ﹤0.01%
+327
125
$2K ﹤0.01%
+100
3 4
5
6 7