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

Top Buys

1
+$13.4M
2
+$6.05M
3
+$5.66M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$505K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$472K

Top Sells

1
+$3.39M
2
+$2.9M
3
+$119K
4
COP icon
ConocoPhillips
COP
+$92.7K
5
XOM icon
Exxon Mobil
XOM
+$80.5K

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%
26
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47
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25
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70
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7
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5
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100
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10
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34
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28
+3
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$2K ﹤0.01%
39
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50
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$2K ﹤0.01%
369
164
$2K ﹤0.01%
+75
165
$2K ﹤0.01%
100
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20
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$2K ﹤0.01%
45
168
$2K ﹤0.01%
9
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17
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$2K ﹤0.01%
52
-162
171
$2K ﹤0.01%
23
172
$2K ﹤0.01%
+10
173
$2K ﹤0.01%
40
174
$2K ﹤0.01%
100
175
$2K ﹤0.01%
+17
5 6
7
8 9