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
$238M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.44M
3
+$2.05M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.56M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.39M

Top Sells

1
+$6.68M
2
+$5.88M
3
+$5.14M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.7M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.01M

Sector Composition

1 Energy 1.62%
2 Technology 0.87%
3 Consumer Discretionary 0.36%
4 Industrials 0.35%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$6.55K ﹤0.01%
165
127
$6.37K ﹤0.01%
25
128
$6.3K ﹤0.01%
+100
129
$6.3K ﹤0.01%
177
130
$6.25K ﹤0.01%
25
131
$6.22K ﹤0.01%
+40
132
$6.08K ﹤0.01%
79
133
$5.93K ﹤0.01%
2,450
134
$5.92K ﹤0.01%
25
135
$5.92K ﹤0.01%
144
+21
136
$5.88K ﹤0.01%
292
-23
137
$5.66K ﹤0.01%
49
138
$5.66K ﹤0.01%
121
139
$5.62K ﹤0.01%
18
140
$5.55K ﹤0.01%
291
+4
141
$5.53K ﹤0.01%
10
142
$5.44K ﹤0.01%
56
143
$5.42K ﹤0.01%
150
144
$5.24K ﹤0.01%
+250
145
$4.99K ﹤0.01%
44
146
$4.9K ﹤0.01%
+50
147
$4.7K ﹤0.01%
+31
148
$4.64K ﹤0.01%
400
149
$4.55K ﹤0.01%
15
150
$4.33K ﹤0.01%
160
4 5
6
7 8