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
$195M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.3M
3
+$1.09M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.03M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$968K

Top Sells

1
+$541K
2
+$232K
3
+$201K
4
SLB icon
SLB Ltd
SLB
+$83.8K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$83.5K

Sector Composition

1 Energy 1.63%
2 Technology 1.11%
3 Industrials 0.55%
4 Consumer Discretionary 0.52%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16.8K 0.01%
69
102
$16.7K 0.01%
+200
103
$16.5K 0.01%
37
104
$16.5K 0.01%
75
105
$15.9K 0.01%
693
+142
106
$15.5K 0.01%
213
+4
107
$15.4K 0.01%
100
+50
108
$15.1K 0.01%
+342
109
$14.9K 0.01%
368
+4
110
$14.6K 0.01%
189
111
$14.3K 0.01%
275
112
$14.2K 0.01%
+430
113
$13.8K 0.01%
+245
114
$13.8K 0.01%
50
115
$13.7K 0.01%
393
116
$13.2K 0.01%
+40
117
$12.9K 0.01%
144
+120
118
$12.6K 0.01%
88
119
$12.6K 0.01%
+100
120
$12.4K 0.01%
112
121
$12.2K 0.01%
+150
122
$12K 0.01%
64
-90
123
$11.8K 0.01%
444
124
$11.1K 0.01%
215
+65
125
$11.1K 0.01%
52
3 4
5
6 7