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
$176M
AUM Growth
-$786K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.43M
3
+$609K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$521K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$374K

Top Sells

1
+$1.02M
2
+$815K
3
+$755K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$659K
5
SLB icon
SLB Ltd
SLB
+$356K

Sector Composition

1 Energy 2.07%
2 Technology 0.94%
3 Consumer Discretionary 0.21%
4 Healthcare 0.18%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
100
152
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25
153
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10
-22
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12
155
$3K ﹤0.01%
35
+10
156
$3K ﹤0.01%
16
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$3K ﹤0.01%
24
158
$3K ﹤0.01%
12
159
$3K ﹤0.01%
26
160
$3K ﹤0.01%
7
161
$3K ﹤0.01%
5
162
$3K ﹤0.01%
8
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$3K ﹤0.01%
100
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$3K ﹤0.01%
4
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$3K ﹤0.01%
30
166
$3K ﹤0.01%
75
167
$3K ﹤0.01%
+32
168
$3K ﹤0.01%
369
169
$3K ﹤0.01%
300
170
$2K ﹤0.01%
100
171
$2K ﹤0.01%
10
172
$2K ﹤0.01%
+11
173
$2K ﹤0.01%
50
-10
174
$2K ﹤0.01%
300
175
$2K ﹤0.01%
9
5 6
7
8 9