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
$176M
AUM Growth
-$786K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.43M
3
+$609K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$521K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$374K

Top Sells

1
+$1.02M
2
+$815K
3
+$755K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$659K
5
SLB icon
SLB Ltd
SLB
+$356K

Sector Composition

1 Energy 2.07%
2 Technology 0.94%
3 Consumer Discretionary 0.21%
4 Healthcare 0.18%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6K ﹤0.01%
+255
127
$5K ﹤0.01%
90
+20
128
$5K ﹤0.01%
21
129
$5K ﹤0.01%
56
130
$5K ﹤0.01%
102
131
$5K ﹤0.01%
2
132
$5K ﹤0.01%
24
133
$4K ﹤0.01%
400
134
$4K ﹤0.01%
100
135
$4K ﹤0.01%
47
136
$4K ﹤0.01%
45
137
$4K ﹤0.01%
210
138
$4K ﹤0.01%
225
-140
139
$4K ﹤0.01%
+1,011
140
$4K ﹤0.01%
20
+10
141
$4K ﹤0.01%
540
+150
142
$4K ﹤0.01%
25
143
$4K ﹤0.01%
150
144
$4K ﹤0.01%
500
145
$4K ﹤0.01%
+145
146
$4K ﹤0.01%
700
147
$4K ﹤0.01%
+47
148
$4K ﹤0.01%
200
149
$3K ﹤0.01%
79
150
$3K ﹤0.01%
100
4 5
6
7 8