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YAL

Your Advocates Ltd Portfolio holdings

AUM $328M
1-Year Est. Return 19.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
-$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$3.35M
3
+$2.36M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.11M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$216K

Top Sells

1
+$10.2M
2
+$8.56M
3
+$8.02M
4
WM icon
Waste Management
WM
+$1.47M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$240K

Sector Composition

1 Energy 1.46%
2 Technology 0.81%
3 Financials 0.19%
4 Consumer Discretionary 0.18%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
+2
127
$2K ﹤0.01%
+23
128
$2K ﹤0.01%
26
129
$2K ﹤0.01%
200
130
$1K ﹤0.01%
30
131
$1K ﹤0.01%
+100
132
$1K ﹤0.01%
225
133
$1K ﹤0.01%
23
134
$1K ﹤0.01%
6
135
– –
0
136
$1K ﹤0.01%
369
137
$1K ﹤0.01%
+70
138
– –
-102,946
139
– –
-12
140
– –
-115
141
– –
-1
142
– –
-100
143
– –
-200
144
– –
-250
145
– –
-26
146
– –
-62
147
– –
-50
148
– –
-209
149
$0 ﹤0.01%
+1,129
150
$0 ﹤0.01%
+915
4 5
6
7 8