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
$173M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.05M
3
+$1.75M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.5M

Top Sells

1
+$4.5M
2
+$4.02M
3
+$1.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.13M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.1M

Sector Composition

1 Energy 1.73%
2 Technology 0.72%
3 Industrials 0.34%
4 Consumer Discretionary 0.17%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.12K ﹤0.01%
91
+44
127
$4.09K ﹤0.01%
2,350
+2,000
128
$4.08K ﹤0.01%
25
-7
129
$4K ﹤0.01%
+15
130
$3.85K ﹤0.01%
47
131
$3.79K ﹤0.01%
25
132
$3.75K ﹤0.01%
47
133
$3.65K ﹤0.01%
79
134
$3.64K ﹤0.01%
150
135
$3.36K ﹤0.01%
45
136
$3.18K ﹤0.01%
24
137
$3.15K ﹤0.01%
540
138
$3.01K ﹤0.01%
200
139
$2.98K ﹤0.01%
12
140
$2.96K ﹤0.01%
72
+1
141
$2.95K ﹤0.01%
100
142
$2.92K ﹤0.01%
75
143
$2.78K ﹤0.01%
100
144
$2.77K ﹤0.01%
100
145
$2.74K ﹤0.01%
210
146
$2.62K ﹤0.01%
225
147
$2.6K ﹤0.01%
+12
148
$2.52K ﹤0.01%
4
149
$2.47K ﹤0.01%
24
150
$2.43K ﹤0.01%
+80
4 5
6
7 8