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
$248M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$19M
3
+$15.1M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$306K
5
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$72.3K

Top Sells

1
+$5.72M
2
+$5.42M
3
+$2.68M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.05M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.72M

Sector Composition

1 Energy 1.31%
2 Technology 0.72%
3 Consumer Discretionary 0.38%
4 Industrials 0.31%
5 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.18K ﹤0.01%
50
127
$5.99K ﹤0.01%
20
128
$5.97K ﹤0.01%
25
129
$5.78K ﹤0.01%
25
-3
130
$5.72K ﹤0.01%
50
131
$5.56K ﹤0.01%
150
-10
132
$5.46K ﹤0.01%
44
133
$5.31K ﹤0.01%
150
-737
134
$5.31K ﹤0.01%
10
135
$5.26K ﹤0.01%
15
136
$5.22K ﹤0.01%
56
137
$5.18K ﹤0.01%
18
138
$5.13K ﹤0.01%
+49
139
$5.05K ﹤0.01%
121
140
$4.8K ﹤0.01%
23
141
$4.57K ﹤0.01%
100
142
$4.57K ﹤0.01%
79
143
$4.53K ﹤0.01%
11
+4
144
$4.38K ﹤0.01%
540
145
$4.26K ﹤0.01%
770
146
$4.19K ﹤0.01%
+39
147
$4.14K ﹤0.01%
1,400
148
$3.97K ﹤0.01%
47
149
$3.66K ﹤0.01%
25
150
$3.58K ﹤0.01%
7
4 5
6
7 8