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
$248M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$19M
3
+$15.1M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$306K
5
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$72.3K

Top Sells

1
+$5.72M
2
+$5.42M
3
+$2.68M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.05M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.72M

Sector Composition

1 Energy 1.31%
2 Technology 0.72%
3 Consumer Discretionary 0.38%
4 Industrials 0.31%
5 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.56K ﹤0.01%
45
152
$3.53K ﹤0.01%
5
153
$3.49K ﹤0.01%
47
154
$3.42K ﹤0.01%
100
155
$3.41K ﹤0.01%
13
156
$3.19K ﹤0.01%
8
157
$3.17K ﹤0.01%
41
158
$3.08K ﹤0.01%
340
159
$2.92K ﹤0.01%
60
160
$2.81K ﹤0.01%
200
161
$2.78K ﹤0.01%
228
+3
162
$2.56K ﹤0.01%
12
163
$2.42K ﹤0.01%
10
164
$2.41K ﹤0.01%
400
165
$2.35K ﹤0.01%
66
166
$2.33K ﹤0.01%
24
167
$2.21K ﹤0.01%
29
168
$2.19K ﹤0.01%
11
169
$2.15K ﹤0.01%
100
170
$2.09K ﹤0.01%
50
171
$2.02K ﹤0.01%
23
172
$2K ﹤0.01%
100
173
$2K ﹤0.01%
30
174
$1.93K ﹤0.01%
12
175
$1.81K ﹤0.01%
34
5 6
7
8 9