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
$176M
AUM Growth
-$786K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.43M
3
+$609K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$521K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$374K

Top Sells

1
+$1.02M
2
+$815K
3
+$755K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$659K
5
SLB icon
SLB Ltd
SLB
+$356K

Sector Composition

1 Energy 2.07%
2 Technology 0.94%
3 Consumer Discretionary 0.21%
4 Healthcare 0.18%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10K 0.01%
88
102
$10K 0.01%
140
103
$10K 0.01%
200
104
$9K 0.01%
121
105
$9K 0.01%
287
106
$9K 0.01%
+230
107
$9K 0.01%
42
-139
108
$8K ﹤0.01%
139
109
$8K ﹤0.01%
172
+127
110
$8K ﹤0.01%
177
111
$8K ﹤0.01%
165
112
$8K ﹤0.01%
150
113
$7K ﹤0.01%
+201
114
$7K ﹤0.01%
525
115
$7K ﹤0.01%
110
116
$7K ﹤0.01%
50
117
$7K ﹤0.01%
72
118
$6K ﹤0.01%
27
119
$6K ﹤0.01%
25
+15
120
$6K ﹤0.01%
160
121
$6K ﹤0.01%
300
+50
122
$6K ﹤0.01%
30
123
$6K ﹤0.01%
15
-120
124
$6K ﹤0.01%
44
125
$6K ﹤0.01%
25
3 4
5
6 7