YAL

Your Advocates Ltd Portfolio holdings

AUM $306M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$20.9M
2 +$664K
3 +$511K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$392K
5
AHLT icon
American Beacon AHL Trend ETF
AHLT
+$375K

Sector Composition

1 Energy 1.51%
2 Technology 0.78%
3 Industrials 0.33%
4 Consumer Discretionary 0.14%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MQ icon
126
Marqeta
MQ
$1.68B
$7.92K ﹤0.01%
1,500
XLP icon
127
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.1B
$7.84K ﹤0.01%
+100
GRID icon
128
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$7.81B
$7.4K ﹤0.01%
49
SYK icon
129
Stryker
SYK
$130B
$7.39K ﹤0.01%
20
XYL icon
130
Xylem
XYL
$29.3B
$7.38K ﹤0.01%
50
ASO icon
131
Academy Sports + Outdoors
ASO
$3.54B
$6.82K ﹤0.01%
136
ATR icon
132
AptarGroup
ATR
$7.98B
$6.68K ﹤0.01%
50
ITW icon
133
Illinois Tool Works
ITW
$75.1B
$6.52K ﹤0.01%
25
FISV
134
Fiserv Inc
FISV
$30.5B
$6.45K ﹤0.01%
50
PINS icon
135
Pinterest
PINS
$12B
$6.43K ﹤0.01%
200
VRSK icon
136
Verisk Analytics
VRSK
$27.8B
$6.29K ﹤0.01%
25
VIK icon
137
Viking Holdings
VIK
$31.9B
$6.22K ﹤0.01%
100
SNPS icon
138
Synopsys
SNPS
$82B
$5.92K ﹤0.01%
12
TTWO icon
139
Take-Two Interactive
TTWO
$37.4B
$5.68K ﹤0.01%
22
+2
CGNX icon
140
Cognex
CGNX
$8.33B
$5.48K ﹤0.01%
121
EQT icon
141
EQT Corp
EQT
$40.4B
$5.44K ﹤0.01%
100
AMGN icon
142
Amgen
AMGN
$189B
$5.08K ﹤0.01%
18
C icon
143
Citigroup
C
$192B
$5.08K ﹤0.01%
+50
DHR icon
144
Danaher
DHR
$134B
$4.96K ﹤0.01%
25
GOOG icon
145
Alphabet (Google) Class C
GOOG
$3.7T
$4.87K ﹤0.01%
20
AMD icon
146
Advanced Micro Devices
AMD
$335B
$4.85K ﹤0.01%
+30
TMO icon
147
Thermo Fisher Scientific
TMO
$175B
$4.85K ﹤0.01%
10
NOW icon
148
ServiceNow
NOW
$118B
$4.6K ﹤0.01%
25
LULU icon
149
lululemon athletica
LULU
$19.4B
$3.91K ﹤0.01%
22
DXC icon
150
DXC Technology
DXC
$2.03B
$3.91K ﹤0.01%
287