YAL
Your Advocates Ltd Portfolio holdings
AUM
$278M
1-Year Return
12.01%
This Quarter Return
+3.41%
1 Year Return
+12.01%
3 Year Return
+31.32%
5 Year Return
+47.38%
10 Year Return
–
AUM
$154M
AUM Growth
+$18.6M
(+14%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
8.78%
Top 10 Holdings %
Top 10 Hldgs %
90.93%
Holding
156
New
18
Increased
12
Reduced
25
Closed
10
Top Buys
| 1 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$11M |
| 2 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$10.7M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
$1.5M |
| 4 |
SPDR Gold Trust
GLD
|
$918K |
| 5 |
Microsoft
MSFT
|
$378K |
Top Sells
Sector Composition
| 1 | Energy | 2.26% |
| 2 | Technology | 1.1% |
| 3 | Industrials | 0.18% |
| 4 | Consumer Discretionary | 0.18% |
| 5 | Real Estate | 0.16% |