YAL
Your Advocates Ltd Portfolio holdings
AUM
$278M
1-Year Return
12.01%
This Quarter Return
-2.59%
1 Year Return
+12.01%
3 Year Return
+31.32%
5 Year Return
+47.38%
10 Year Return
–
AUM
$168M
AUM Growth
-$27.5M
(-14%)
Cap. Flow
-$22M
Cap. Flow
% of AUM
-13.11%
Top 10 Holdings %
Top 10 Hldgs %
87.12%
Holding
360
New
78
Increased
36
Reduced
57
Closed
61
Top Buys
Top Sells
Sector Composition
| 1 | Energy | 2.47% |
| 2 | Technology | 1.01% |
| 3 | Consumer Discretionary | 0.58% |
| 4 | Industrials | 0.42% |
| 5 | Healthcare | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Toyota
TM
$260B
| $6.72K | ﹤0.01% |
375
| – | – |
|
127
McDonald's
MCD
$224B
| $6.59K | ﹤0.01% |
25
| – | – |
|
128
Republic Services
RSG
$71.7B
| $6.41K | ﹤0.01% |
45
-25
| -36% | -$3.56K |
|
129
Amphenol
APH
$135B
| $6.3K | ﹤0.01% |
150
-1,650
| -92% | -$69.3K |
|
130
fuboTV
FUBO
$1.37B
| $6.28K | ﹤0.01% |
2,350
| – | – |
|
131
AptarGroup
ATR
$9.13B
| $6.25K | ﹤0.01% |
50
-350
| -88% | -$43.8K |
|
132
Visa
V
$666B
| $6.21K | ﹤0.01% |
27
| – | – |
|
133
Danaher
DHR
$143B
| $6.2K | ﹤0.01% |
28
-835
| -97% | -$185K |
|
134
Invesco WilderHill Clean Energy ETF
PBW
$357M
| $6K | ﹤0.01% |
+191
| New | +$6K |
|
135
DXC Technology
DXC
$2.65B
| $5.98K | ﹤0.01% |
287
-38
| -12% | -$792 |
|
136
Enbridge
ENB
$105B
| $5.94K | ﹤0.01% |
177
| – | – |
|
137
Verisk Analytics
VRSK
$37.8B
| $5.91K | ﹤0.01% |
25
-125
| -83% | -$29.5K |
|
138
Salesforce
CRM
$239B
| $5.88K | ﹤0.01% |
29
+5
| +21% | +$1.01K |
|
139
Broadcom
AVGO
$1.58T
| $5.81K | ﹤0.01% |
70
-40
| -36% | -$3.32K |
|
140
Illinois Tool Works
ITW
$77.6B
| $5.76K | ﹤0.01% |
25
-19
| -43% | -$4.38K |
|
141
Travelers Companies
TRV
$62B
| $5.72K | ﹤0.01% |
35
-10
| -22% | -$1.63K |
|
142
Fiserv
FI
$73.4B
| $5.65K | ﹤0.01% |
50
-400
| -89% | -$45.2K |
|
|
PMD
143
DELISTED
Psychemedics Corporation
PMD
| $5.56K | ﹤0.01% |
+1,400
| New | +$5.56K |
|
144
Stryker
SYK
$150B
| $5.47K | ﹤0.01% |
20
-15
| -43% | -$4.1K |
|
145
US Bancorp
USB
$75.9B
| $5.46K | ﹤0.01% |
165
-265
| -62% | -$8.76K |
|
146
Cognex
CGNX
$7.55B
| $5.14K | ﹤0.01% |
121
| – | – |
|
147
Thermo Fisher Scientific
TMO
$186B
| $5.06K | ﹤0.01% |
10
-90
| -90% | -$45.6K |
|
148
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| $4.93K | ﹤0.01% |
54
| – | – |
|
149
Amgen
AMGN
$153B
| $4.84K | ﹤0.01% |
18
| – | – |
|
150
Accenture
ACN
$159B
| $4.61K | ﹤0.01% |
15
| – | – |
|