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
$237M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$803K
2
+$509K
3
+$500K
4
PWR icon
Quanta Services
PWR
+$68.1K
5
CNP icon
CenterPoint Energy
CNP
+$61.7K

Top Sells

1
+$7.89M
2
+$2.61M
3
+$2.45M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.2M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.03M

Sector Composition

1 Energy 1.56%
2 Technology 0.75%
3 Industrials 0.38%
4 Consumer Discretionary 0.33%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.71K ﹤0.01%
25
127
$6.46K ﹤0.01%
50
128
$6.4K ﹤0.01%
177
129
$6.24K ﹤0.01%
25
130
$6.1K ﹤0.01%
44
131
$6.09K ﹤0.01%
287
132
$5.89K ﹤0.01%
25
133
$5.81K ﹤0.01%
10
134
$5.67K ﹤0.01%
94
-423
135
$5.65K ﹤0.01%
150
136
$5.62K ﹤0.01%
49
137
$5.41K ﹤0.01%
79
138
$5.27K ﹤0.01%
56
139
$5.2K ﹤0.01%
150
140
$5.2K ﹤0.01%
+123
141
$5.2K ﹤0.01%
15
142
$5.15K ﹤0.01%
55
-282
143
$5.13K ﹤0.01%
121
144
$5.12K ﹤0.01%
18
145
$4.72K ﹤0.01%
23
146
$4.38K ﹤0.01%
47
147
$4.19K ﹤0.01%
160
+100
148
$4.06K ﹤0.01%
25
149
$3.97K ﹤0.01%
45
150
$3.9K ﹤0.01%
1,135
+1,000
4 5
6
7 8