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
$173M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.05M
3
+$1.75M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.5M

Top Sells

1
+$4.5M
2
+$4.02M
3
+$1.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.13M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.1M

Sector Composition

1 Energy 1.73%
2 Technology 0.72%
3 Industrials 0.34%
4 Consumer Discretionary 0.17%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.21K ﹤0.01%
83
102
$7.14K ﹤0.01%
58
+13
103
$6.92K ﹤0.01%
177
104
$6.71K ﹤0.01%
50
105
$6.59K ﹤0.01%
25
106
$6.43K ﹤0.01%
15
107
$6.2K ﹤0.01%
150
108
$6.15K ﹤0.01%
110
109
$5.83K ﹤0.01%
+114
110
$5.74K ﹤0.01%
30
+5
111
$5.7K ﹤0.01%
121
112
$5.61K ﹤0.01%
27
113
$5.24K ﹤0.01%
150
114
$5.1K ﹤0.01%
375
115
$5.02K ﹤0.01%
72
116
$4.98K ﹤0.01%
44
117
$4.88K ﹤0.01%
28
118
$4.85K ﹤0.01%
160
119
$4.76K ﹤0.01%
25
120
$4.76K ﹤0.01%
56
121
$4.68K ﹤0.01%
480
122
$4.46K ﹤0.01%
100
123
$4.37K ﹤0.01%
20
124
$4.36K ﹤0.01%
165
125
$4.28K ﹤0.01%
102
3 4
5
6 7