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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
$135M
AUM Growth
-$634K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$7.38M
3
+$1.12M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$103K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$64.5K

Top Sells

1
+$4.39M
2
+$4.35M
3
+$4.33M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$4M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.63M

Sector Composition

1 Energy 2.22%
2 Technology 0.92%
3 Consumer Discretionary 0.22%
4 Industrials 0.2%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
26
-26
127
$2K ﹤0.01%
369
128
$2K ﹤0.01%
327
129
$2K ﹤0.01%
+200
130
$2K ﹤0.01%
+200
131
$1K ﹤0.01%
6
132
$1K ﹤0.01%
30
133
– –
0
134
– –
0
135
– –
-150
136
– –
-1,630
137
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-112
138
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0
139
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-3
140
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141
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142
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143
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-322
144
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-2
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146
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-798
147
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148
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149
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150
– –
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3 4 5
6
7