YAL
Your Advocates Ltd Portfolio holdings
AUM $261M
AUM
$261M
AUM Growth
+$8.97M (+4%)
Cap. Flow
+$6.49M
Cap. Flow % of AUM
2.49%
Top 10 Holdings %Top 10 Hldgs %
89.65%
Holding
216
New
6
Increased
38
Reduced
19
Closed
6
Top Buys
| 1 | $1.16M | |
| 2 | $1.11M | |
| 3 | $826K | |
| 4 | $654K | |
| 5 | $588K |
Top Sells
| 1 | $637K | |
| 2 | $43.4K | |
| 3 | $31K | |
| 4 | $26.4K | |
| 5 | $23.7K |
Sector Composition
| 1 | Energy | 1.81% |
| 2 | Technology | 0.76% |
| 3 | Industrials | 0.28% |
| 4 | Consumer Discretionary | 0.15% |
| 5 | Financials | 0.11% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $3.01K | 0% | 44 | – | – | |||
| $2.93K | 0% | 510 | New | +$2.93K | |||
| $2.85K | 0% | 47 | – | – | |||
| $2.73K | 0% | 28 -20 | -42% | -$1.95K | |||
| $2.66K | 0% | 12 | – | – | |||
| $2.55K | 0% | 8 | – | – | |||
| $2.23K | 0% | 34 | – | – | |||
| $2.06K | 0% | 131 | – | – | |||
| $2.04K | 0% | 14 +8 | +133% | +$1.17K | |||
| $1.9K | 0% | 11 | – | – | |||
| $1.84K | 0% | 10 | – | – | |||
| $1.78K | 0% | 18 | – | – | |||
| $1.77K | 0% | 29 | – | – | |||
| $1.68K | 0% | 100 | – | – | |||
| $1.66K | 0% | 50 | – | – | |||
| $1.61K | 0% | 200 | – | – | |||
| $1.6K | 0% | 1,185 +50 | +4% | +$68 | |||
| $1.57K | 0% | 25 | – | – | |||
| $1.41K | 0% | 11 | – | – | |||
| $1.36K | 0% | 100 | – | – | |||
| $1.21K | 0% | 25 | – | – | |||
| $1.15K | 0% | 50 | – | – | |||
| $1.1K | 0% | 540 | – | – | |||
| $1.06K | 0% | 9 | – | – | |||
| $949 | 0% | 2 +1 | +100% | +$475 |
