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
$154M
AUM Growth
+$421K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.08M
3
+$763K
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$357K
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$306K

Top Sells

1
+$2.2M
2
+$2.01M
3
+$208K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$113K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$111K

Sector Composition

1 Energy 2.07%
2 Technology 1.01%
3 Consumer Discretionary 0.24%
4 Industrials 0.18%
5 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
+270
152
$3K ﹤0.01%
13
153
$3K ﹤0.01%
+70
154
$3K ﹤0.01%
+7
155
$3K ﹤0.01%
100
156
$3K ﹤0.01%
+5
157
$3K ﹤0.01%
25
158
$3K ﹤0.01%
+8
159
$3K ﹤0.01%
100
160
$3K ﹤0.01%
+8
161
$3K ﹤0.01%
+34
162
$3K ﹤0.01%
200
163
$3K ﹤0.01%
+100
164
$2K ﹤0.01%
100
165
$2K ﹤0.01%
+20
166
$2K ﹤0.01%
250
167
$2K ﹤0.01%
45
-438
168
$2K ﹤0.01%
+25
169
$2K ﹤0.01%
24
170
$2K ﹤0.01%
+9
171
$2K ﹤0.01%
17
172
$2K ﹤0.01%
+23
173
$2K ﹤0.01%
47
174
$2K ﹤0.01%
+40
175
$2K ﹤0.01%
+9
5 6
7
8 9