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
$135M
AUM Growth
-$634K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$7.32M
2
+$7.26M
3
+$1.07M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$101K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$65.9K

Top Sells

1
+$4.59M
2
+$4.39M
3
+$4.24M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$4.09M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.7M

Sector Composition

1 Energy 2.22%
2 Technology 0.92%
3 Consumer Discretionary 0.22%
4 Industrials 0.2%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6K ﹤0.01%
25
102
$6K ﹤0.01%
50
-50
103
$5K ﹤0.01%
50
104
$5K ﹤0.01%
102
105
$4K ﹤0.01%
36
-370
106
$4K ﹤0.01%
144
107
$3K ﹤0.01%
100
108
$3K ﹤0.01%
225
109
$3K ﹤0.01%
13
110
$3K ﹤0.01%
+100
111
$3K ﹤0.01%
300
-300
112
$3K ﹤0.01%
100
113
$3K ﹤0.01%
25
114
$3K ﹤0.01%
+100
115
$3K ﹤0.01%
+60
116
$3K ﹤0.01%
200
117
$2K ﹤0.01%
+30
118
$2K ﹤0.01%
+100
119
$2K ﹤0.01%
12
120
$2K ﹤0.01%
100
121
$2K ﹤0.01%
+250
122
$2K ﹤0.01%
24
123
$2K ﹤0.01%
17
124
$2K ﹤0.01%
47
125
$2K ﹤0.01%
+150
3 4
5
6 7