YAL
Your Advocates Ltd Portfolio holdings
AUM
$278M
This Quarter Return
+3.35%
1 Year Return
+12.01%
3 Year Return
+31.32%
5 Year Return
+47.38%
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(-0.47%)
Cap. Flow
-$6.79M
Cap. Flow
% of AUM
-5.02%
Top 10 Holdings %
Top 10 Hldgs %
90.72%
Holding
169
New
20
Increased
15
Reduced
25
Closed
31
Top Buys
| 1 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$7.32M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$7.26M |
| 3 |
SPDR Gold Trust
GLD
|
$1.07M |
| 4 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$101K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$65.9K |
Top Sells
Sector Composition
| 1 | Energy | 2.22% |
| 2 | Technology | 0.92% |
| 3 | Consumer Discretionary | 0.22% |
| 4 | Industrials | 0.2% |
| 5 | Financials | 0.16% |
