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
$182M
AUM Growth
+$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$25.4M
3
+$16M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$15.6M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$7.04M

Top Sells

1
+$29.2M
2
+$28.9M
3
+$13.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$8.01M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.58M

Sector Composition

1 Energy 1.77%
2 Technology 0.87%
3 Consumer Discretionary 0.43%
4 Industrials 0.37%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.69K ﹤0.01%
150
127
$5.4K ﹤0.01%
+50
128
$5.39K ﹤0.01%
165
129
$5.29K ﹤0.01%
375
130
$5.24K ﹤0.01%
25
131
$5.11K ﹤0.01%
44
132
$5.04K ﹤0.01%
480
133
$4.94K ﹤0.01%
100
134
$4.92K ﹤0.01%
+54
135
$4.92K ﹤0.01%
56
136
$4.83K ﹤0.01%
+14
137
$4.79K ﹤0.01%
24
138
$4.61K ﹤0.01%
102
139
$4.55K ﹤0.01%
91
140
$4.51K ﹤0.01%
+55
141
$4.48K ﹤0.01%
+25
142
$4.3K ﹤0.01%
23
+3
143
$4.29K ﹤0.01%
15
144
$4.09K ﹤0.01%
150
145
$4.09K ﹤0.01%
+80
146
$3.95K ﹤0.01%
79
147
$3.72K ﹤0.01%
25
148
$3.54K ﹤0.01%
47
149
$3.46K ﹤0.01%
45
150
$3.42K ﹤0.01%
100
4 5
6
7 8