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
$182M
AUM Growth
+$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$25.4M
3
+$16M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$15.6M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$7.04M

Top Sells

1
+$29.2M
2
+$28.9M
3
+$13.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$8.01M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.58M

Sector Composition

1 Energy 1.77%
2 Technology 0.87%
3 Consumer Discretionary 0.43%
4 Industrials 0.37%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$8.31K ﹤0.01%
83
102
$8.28K ﹤0.01%
361
103
$8.28K ﹤0.01%
20
+5
104
$8.04K ﹤0.01%
200
105
$7.95K ﹤0.01%
+25
106
$7.76K ﹤0.01%
51
107
$7.49K ﹤0.01%
+134
108
$7.34K ﹤0.01%
287
109
$7.19K ﹤0.01%
72
110
$7.17K ﹤0.01%
30
111
$7.06K ﹤0.01%
110
112
$7.04K ﹤0.01%
+50
113
$6.99K ﹤0.01%
25
114
$6.86K ﹤0.01%
1,500
115
$6.75K ﹤0.01%
177
116
$6.71K ﹤0.01%
160
117
$6.52K ﹤0.01%
50
118
$6.44K ﹤0.01%
+150
119
$6.12K ﹤0.01%
30
120
$6.09K ﹤0.01%
27
121
$6.09K ﹤0.01%
150
122
$6K ﹤0.01%
121
123
$5.85K ﹤0.01%
+75
124
$5.81K ﹤0.01%
+53
125
$5.7K ﹤0.01%
540
3 4
5
6 7