YAL

Your Advocates Ltd Portfolio holdings

AUM $306M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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
+$9.81M
2
+$9.14M
3
+$454K
4
IAU icon
iShares Gold Trust
IAU
+$253K
5
VB icon
Vanguard Small-Cap ETF
VB
+$247K

Top Sells

1
+$12.2M
2
+$11.3M
3
+$346K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$264K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$135K

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%
140
102
$6K ﹤0.01%
100
103
$6K ﹤0.01%
600
+300
104
$6K ﹤0.01%
+251
105
$5K ﹤0.01%
102
-1,122
106
$5K ﹤0.01%
101
107
$5K ﹤0.01%
25
108
$4K ﹤0.01%
+507
109
$4K ﹤0.01%
+97
110
$4K ﹤0.01%
+150
111
$4K ﹤0.01%
50
112
$4K ﹤0.01%
100
113
$4K ﹤0.01%
40
114
$4K ﹤0.01%
75
-532
115
$4K ﹤0.01%
52
+26
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%
+100
124
$2K ﹤0.01%
100
125
$2K ﹤0.01%
24
3 4
5
6 7