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
$182M
AUM Growth
+$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$25.4M
3
+$16M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$15.6M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$7.04M

Top Sells

1
+$29.2M
2
+$28.9M
3
+$13.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$8.01M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.58M

Sector Composition

1 Energy 1.77%
2 Technology 0.87%
3 Consumer Discretionary 0.43%
4 Industrials 0.37%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.2K ﹤0.01%
27
+2
152
$3K ﹤0.01%
+25
153
$2.99K ﹤0.01%
+100
154
$2.97K ﹤0.01%
47
155
$2.96K ﹤0.01%
12
156
$2.95K ﹤0.01%
4
157
$2.89K ﹤0.01%
100
158
$2.84K ﹤0.01%
2,350
159
$2.83K ﹤0.01%
225
160
$2.79K ﹤0.01%
200
161
$2.74K ﹤0.01%
8
162
$2.69K ﹤0.01%
72
163
$2.65K ﹤0.01%
12
164
$2.63K ﹤0.01%
650
+100
165
$2.55K ﹤0.01%
7
166
$2.48K ﹤0.01%
210
167
$2.32K ﹤0.01%
5
168
$2.31K ﹤0.01%
24
169
$2.3K ﹤0.01%
100
170
$2.26K ﹤0.01%
10
171
$2.19K ﹤0.01%
200
172
$2.07K ﹤0.01%
60
173
$2.05K ﹤0.01%
50
174
$2.03K ﹤0.01%
400
175
$1.99K ﹤0.01%
30
5 6
7
8 9