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
$237M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$803K
2
+$509K
3
+$500K
4
PWR icon
Quanta Services
PWR
+$68.1K
5
CNP icon
CenterPoint Energy
CNP
+$61.7K

Top Sells

1
+$7.89M
2
+$2.61M
3
+$2.45M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.2M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.03M

Sector Composition

1 Energy 1.56%
2 Technology 0.75%
3 Industrials 0.38%
4 Consumer Discretionary 0.33%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.1K ﹤0.01%
427
102
$10.9K ﹤0.01%
446
+45
103
$10.5K ﹤0.01%
112
104
$10.4K ﹤0.01%
85
+2
105
$9.96K ﹤0.01%
+500
106
$9.67K ﹤0.01%
46
-8
107
$9.52K ﹤0.01%
+101
108
$9.14K ﹤0.01%
50
109
$9.07K ﹤0.01%
163
110
$9.07K ﹤0.01%
+200
111
$9.04K ﹤0.01%
58
112
$8.94K ﹤0.01%
1,500
113
$8.84K ﹤0.01%
30
114
$8.8K ﹤0.01%
+500
115
$8.65K ﹤0.01%
150
116
$8.62K ﹤0.01%
45
117
$8.05K ﹤0.01%
35
118
$7.99K ﹤0.01%
50
119
$7.77K ﹤0.01%
107
-546
120
$7.38K ﹤0.01%
165
121
$7.26K ﹤0.01%
315
-220
122
$7.2K ﹤0.01%
50
123
$7.18K ﹤0.01%
2,450
+1,050
124
$7.16K ﹤0.01%
20
125
$7.05K ﹤0.01%
25
3 4
5
6 7