YAL

Your Advocates Ltd Portfolio holdings

AUM $306M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Sector Composition

1 Energy 1.54%
2 Technology 0.75%
3 Industrials 0.29%
4 Consumer Discretionary 0.15%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TRV icon
126
Travelers Companies
TRV
$67.5B
$10.2K ﹤0.01%
35
FIS icon
127
Fidelity National Information Services
FIS
$26.1B
$10K ﹤0.01%
151
TSCO icon
128
Tractor Supply
TSCO
$27.3B
$10K ﹤0.01%
200
MS icon
129
Morgan Stanley
MS
$264B
$9.94K ﹤0.01%
56
RSG icon
130
Republic Services
RSG
$72B
$9.54K ﹤0.01%
45
USB icon
131
US Bancorp
USB
$84.4B
$8.8K ﹤0.01%
165
ARKK icon
132
ARK Innovation ETF
ARKK
$6.28B
$7.69K ﹤0.01%
+100
GRID icon
133
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$7.69B
$7.5K ﹤0.01%
49
ASO icon
134
Academy Sports + Outdoors
ASO
$3.99B
$7.22K ﹤0.01%
145
+9
VIK icon
135
Viking Holdings
VIK
$34B
$7.14K ﹤0.01%
100
SYK icon
136
Stryker
SYK
$147B
$7.03K ﹤0.01%
20
XYL icon
137
Xylem
XYL
$31.1B
$6.81K ﹤0.01%
50
AMD icon
138
Advanced Micro Devices
AMD
$312B
$6.42K ﹤0.01%
30
VIG icon
139
Vanguard Dividend Appreciation ETF
VIG
$104B
$6.37K ﹤0.01%
+29
GOOG icon
140
Alphabet (Google) Class C
GOOG
$3.66T
$6.28K ﹤0.01%
20
ITW icon
141
Illinois Tool Works
ITW
$82.7B
$6.16K ﹤0.01%
25
ATR icon
142
AptarGroup
ATR
$9.01B
$6.1K ﹤0.01%
50
CPNG icon
143
Coupang
CPNG
$35B
$5.9K ﹤0.01%
250
AMGN icon
144
Amgen
AMGN
$205B
$5.89K ﹤0.01%
18
C icon
145
Citigroup
C
$194B
$5.83K ﹤0.01%
50
SPOT icon
146
Spotify
SPOT
$106B
$5.81K ﹤0.01%
10
-2
TMO icon
147
Thermo Fisher Scientific
TMO
$191B
$5.79K ﹤0.01%
10
DHR icon
148
Danaher
DHR
$144B
$5.72K ﹤0.01%
25
SNPS icon
149
Synopsys
SNPS
$81.7B
$5.64K ﹤0.01%
12
TTWO icon
150
Take-Two Interactive
TTWO
$40.3B
$5.63K ﹤0.01%
22