YAL
Your Advocates Ltd Portfolio holdings
AUM $261M
AUM
$261M
AUM Growth
+$8.97M (+4%)
Cap. Flow
+$6.49M
Cap. Flow % of AUM
2.49%
Top 10 Holdings %Top 10 Hldgs %
89.65%
Holding
216
New
6
Increased
38
Reduced
19
Closed
6
Top Buys
| 1 | $1.16M | |
| 2 | $1.11M | |
| 3 | $826K | |
| 4 | $654K | |
| 5 | $588K |
Top Sells
| 1 | $637K | |
| 2 | $43.4K | |
| 3 | $31K | |
| 4 | $26.4K | |
| 5 | $23.7K |
Sector Composition
| 1 | Energy | 1.81% |
| 2 | Technology | 0.76% |
| 3 | Industrials | 0.28% |
| 4 | Consumer Discretionary | 0.15% |
| 5 | Financials | 0.11% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $6.2K | 0% | 200 | – | – | |||
| $6.18K | 0% | 1,500 | – | – | |||
| $6.1K | 0% | 100 | – | – | |||
| $5.97K | 0% | 50 | – | – | |||
| $5.86K | 0% | 145 -767 | -84% | -$31K | |||
| $5.79K | 0% | 198 +110 | +125% | +$3.22K | |||
| $5.61K | 0% | 18 | – | – | |||
| $5.54K | 0% | 49 | – | – | |||
| $5.48K | 0% | 250 | – | – | |||
| $5.41K | 0% | 20 | – | – | |||
| $5.34K | 0% | 100 | – | – | |||
| $5.15K | 0% | 12 | – | – | |||
| $5.13K | 0% | 25 | – | – | |||
| $4.98K | 0% | 10 | – | – | |||
| $4.89K | 0% | 287 | – | – | |||
| $4.15K | 0% | 20 | – | – | |||
| $3.98K | 0% | 5 | – | – | |||
| $3.98K | 0% | 100 | – | – | |||
| $3.96K | 0% | 49 | – | – | |||
| $3.76K | 0% | 133 | – | – | |||
| $3.7K | 0% | 40 -285 | -88% | -$26.4K | |||
| $3.61K | 0% | 121 | – | – | |||
| $3.52K | 0% | 70 | – | – | |||
| $3.16K | 0% | 45 | – | – | |||
| $3.1K | 0% | 40 | – | – |
