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
$255M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$784K
3
+$498K
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$454K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$239K

Top Sells

1
+$404K
2
+$378K
3
+$206K
4
PWR icon
Quanta Services
PWR
+$99.9K
5
ASO icon
Academy Sports + Outdoors
ASO
+$91.7K

Sector Composition

1 Energy 1.45%
2 Technology 0.8%
3 Consumer Discretionary 0.36%
4 Industrials 0.33%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.8K ﹤0.01%
471
102
$11.6K ﹤0.01%
200
103
$11.4K ﹤0.01%
393
104
$11K ﹤0.01%
+150
105
$10.5K ﹤0.01%
50
106
$10.2K ﹤0.01%
46
107
$9.9K ﹤0.01%
112
-100
108
$9.77K ﹤0.01%
150
109
$9.72K ﹤0.01%
58
110
$9.71K ﹤0.01%
30
111
$9.5K ﹤0.01%
163
112
$9.04K ﹤0.01%
45
113
$8.98K ﹤0.01%
50
114
$8.59K ﹤0.01%
50
115
$8.51K ﹤0.01%
120
+60
116
$8.41K ﹤0.01%
30
-30
117
$8.27K ﹤0.01%
850
+30
118
$8.19K ﹤0.01%
35
119
$8.04K ﹤0.01%
+434
120
$8.01K ﹤0.01%
50
121
$7.88K ﹤0.01%
135
-1,571
122
$7.79K ﹤0.01%
81
-4
123
$7.61K ﹤0.01%
25
124
$7.54K ﹤0.01%
165
125
$7.38K ﹤0.01%
1,500
3 4
5
6 7