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

Top Buys

1
+$9.48M
2
+$9.25M
3
+$2.83M
4
SPTI icon
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$1.65M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.57M

Top Sells

1
+$6.35M
2
+$5.92M
3
+$3.63M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.91M
5
GLD icon
SPDR Gold Trust
GLD
+$726K

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%
24
127
$4K ﹤0.01%
15
128
$4K ﹤0.01%
20
129
$4K ﹤0.01%
90
130
$4K ﹤0.01%
56
131
$3K ﹤0.01%
45
132
$3K ﹤0.01%
210
133
$3K ﹤0.01%
100
134
$3K ﹤0.01%
400
135
$3K ﹤0.01%
100
136
$3K ﹤0.01%
79
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