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
$238M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.44M
3
+$2.05M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.56M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.39M

Top Sells

1
+$6.68M
2
+$5.88M
3
+$5.14M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.7M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.01M

Sector Composition

1 Energy 1.62%
2 Technology 0.87%
3 Consumer Discretionary 0.36%
4 Industrials 0.35%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$13.2K 0.01%
124
+13
102
$11.7K ﹤0.01%
427
103
$11.5K ﹤0.01%
471
+25
104
$11.4K ﹤0.01%
393
105
$11.4K ﹤0.01%
151
106
$10.8K ﹤0.01%
+200
107
$10.1K ﹤0.01%
50
-100
108
$10.1K ﹤0.01%
150
109
$9.92K ﹤0.01%
225
+75
110
$9.33K ﹤0.01%
46
111
$8.93K ﹤0.01%
163
112
$8.74K ﹤0.01%
45
113
$8.72K ﹤0.01%
58
114
$8.44K ﹤0.01%
85
115
$8.34K ﹤0.01%
50
116
$8.31K ﹤0.01%
30
117
$8.22K ﹤0.01%
1,500
118
$7.45K ﹤0.01%
50
119
$7.34K ﹤0.01%
+40
120
$7.14K ﹤0.01%
+12
121
$7.12K ﹤0.01%
35
122
$7.04K ﹤0.01%
50
123
$6.8K ﹤0.01%
20
124
$6.78K ﹤0.01%
50
125
$6.74K ﹤0.01%
25
3 4
5
6 7