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
$248M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$19M
3
+$15.1M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$306K
5
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$72.3K

Top Sells

1
+$5.72M
2
+$5.42M
3
+$2.68M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.05M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.72M

Sector Composition

1 Energy 1.31%
2 Technology 0.72%
3 Consumer Discretionary 0.38%
4 Industrials 0.31%
5 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$10.8K ﹤0.01%
54
-10
102
$10.8K ﹤0.01%
427
103
$10.5K ﹤0.01%
1,500
104
$9.8K ﹤0.01%
401
+400
105
$9.07K ﹤0.01%
151
106
$8.62K ﹤0.01%
163
107
$8.51K ﹤0.01%
50
108
$8.43K ﹤0.01%
51
109
$8.41K ﹤0.01%
58
-7
110
$8.24K ﹤0.01%
50
111
$7.49K ﹤0.01%
83
112
$7.47K ﹤0.01%
2,350
113
$7.43K ﹤0.01%
150
114
$7.42K ﹤0.01%
45
115
$7.41K ﹤0.01%
25
116
$7.19K ﹤0.01%
30
117
$7.14K ﹤0.01%
165
118
$7.03K ﹤0.01%
27
119
$6.89K ﹤0.01%
375
120
$6.67K ﹤0.01%
35
121
$6.64K ﹤0.01%
50
122
$6.56K ﹤0.01%
287
123
$6.55K ﹤0.01%
25
124
$6.38K ﹤0.01%
177
125
$6.32K ﹤0.01%
24
-5
3 4
5
6 7