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
$177M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$6.07M
3
+$5.68M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$512K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$477K

Top Sells

1
+$3.5M
2
+$2.99M
3
+$126K
4
COP icon
ConocoPhillips
COP
+$93.9K
5
XOM icon
Exxon Mobil
XOM
+$82.2K

Sector Composition

1 Energy 1.68%
2 Technology 0.94%
3 Consumer Discretionary 0.24%
4 Industrials 0.17%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
7
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28
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4
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52
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172
$2K ﹤0.01%
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+10
174
$2K ﹤0.01%
40
175
$2K ﹤0.01%
+50
5 6
7
8 9