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
$169M
AUM Growth
-$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$8.98M
2
+$8.98M
3
+$2.8M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.65M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.54M

Top Sells

1
+$5.85M
2
+$5.44M
3
+$3.36M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.68M
5
GLD icon
SPDR Gold Trust
GLD
+$700K

Sector Composition

1 Energy 1.56%
2 Technology 0.79%
3 Industrials 0.36%
4 Consumer Discretionary 0.19%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4K ﹤0.01%
90
127
$4K ﹤0.01%
56
128
$4K ﹤0.01%
25
129
$4K ﹤0.01%
102
130
$4K ﹤0.01%
+215
131
$3K ﹤0.01%
400
132
$3K ﹤0.01%
100
133
$3K ﹤0.01%
79
134
$3K ﹤0.01%
100
135
$3K ﹤0.01%
45
136
$3K ﹤0.01%
210
137
$3K ﹤0.01%
100
138
$3K ﹤0.01%
24
139
$3K ﹤0.01%
44
140
$3K ﹤0.01%
12
141
$3K ﹤0.01%
225
142
$3K ﹤0.01%
540
143
$3K ﹤0.01%
150
144
$3K ﹤0.01%
8
145
$3K ﹤0.01%
75
146
$3K ﹤0.01%
47
147
$3K ﹤0.01%
77
+38
148
$3K ﹤0.01%
200
149
$3K ﹤0.01%
525
150
$3K ﹤0.01%
300
4 5
6
7 8