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
$173M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.05M
3
+$1.75M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.5M

Top Sells

1
+$4.5M
2
+$4.02M
3
+$1.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.13M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.1M

Sector Composition

1 Energy 1.73%
2 Technology 0.72%
3 Industrials 0.34%
4 Consumer Discretionary 0.17%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.42K ﹤0.01%
8
152
$2.32K ﹤0.01%
10
153
$2.24K ﹤0.01%
7
154
$2.16K ﹤0.01%
369
155
$2.1K ﹤0.01%
30
156
$2.07K ﹤0.01%
550
157
$1.95K ﹤0.01%
100
158
$1.94K ﹤0.01%
5
159
$1.93K ﹤0.01%
400
160
$1.91K ﹤0.01%
28
161
$1.85K ﹤0.01%
52
162
$1.77K ﹤0.01%
60
163
$1.76K ﹤0.01%
26
164
$1.72K ﹤0.01%
34
165
$1.68K ﹤0.01%
22
166
$1.68K ﹤0.01%
25
167
$1.66K ﹤0.01%
29
-5
168
$1.64K ﹤0.01%
55
169
$1.55K ﹤0.01%
40
170
$1.53K ﹤0.01%
11
171
$1.51K ﹤0.01%
50
172
$1.49K ﹤0.01%
100
173
$1.44K ﹤0.01%
17
174
$1.43K ﹤0.01%
166
+1
175
$1.25K ﹤0.01%
12
5 6
7
8 9