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
$255M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$784K
3
+$498K
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$454K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$239K

Top Sells

1
+$404K
2
+$378K
3
+$206K
4
PWR icon
Quanta Services
PWR
+$99.9K
5
ASO icon
Academy Sports + Outdoors
ASO
+$91.7K

Sector Composition

1 Energy 1.45%
2 Technology 0.8%
3 Consumer Discretionary 0.36%
4 Industrials 0.33%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.33K ﹤0.01%
+300
127
$7.22K ﹤0.01%
20
128
$7.19K ﹤0.01%
177
129
$6.95K ﹤0.01%
25
130
$6.75K ﹤0.01%
50
131
$6.7K ﹤0.01%
25
132
$6.55K ﹤0.01%
25
133
$6.55K ﹤0.01%
144
134
$6.47K ﹤0.01%
200
-25
135
$6.24K ﹤0.01%
49
136
$6.19K ﹤0.01%
10
137
$6.14K ﹤0.01%
250
138
$6.08K ﹤0.01%
12
139
$5.97K ﹤0.01%
22
+15
140
$5.96K ﹤0.01%
287
-4
141
$5.85K ﹤0.01%
292
142
$5.84K ﹤0.01%
56
143
$5.8K ﹤0.01%
18
144
$5.66K ﹤0.01%
100
-300
145
$5.42K ﹤0.01%
+20
146
$5.37K ﹤0.01%
48
+40
147
$5.15K ﹤0.01%
100
148
$4.9K ﹤0.01%
121
149
$4.78K ﹤0.01%
50
150
$4.71K ﹤0.01%
150
4 5
6
7 8