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
$237M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$803K
2
+$509K
3
+$500K
4
PWR icon
Quanta Services
PWR
+$68.1K
5
CNP icon
CenterPoint Energy
CNP
+$61.7K

Top Sells

1
+$7.89M
2
+$2.61M
3
+$2.45M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.2M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$2.03M

Sector Composition

1 Energy 1.56%
2 Technology 0.75%
3 Industrials 0.38%
4 Consumer Discretionary 0.33%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.82K ﹤0.01%
540
152
$3.81K ﹤0.01%
5
153
$3.73K ﹤0.01%
41
154
$3.73K ﹤0.01%
+500
155
$3.71K ﹤0.01%
2,350
156
$3.69K ﹤0.01%
47
157
$3.64K ﹤0.01%
60
158
$3.39K ﹤0.01%
28
-186
159
$3.37K ﹤0.01%
820
+50
160
$3.35K ﹤0.01%
100
161
$3.23K ﹤0.01%
8
162
$3.1K ﹤0.01%
63
-241
163
$2.81K ﹤0.01%
+150
164
$2.75K ﹤0.01%
+157
165
$2.73K ﹤0.01%
7
166
$2.72K ﹤0.01%
10
167
$2.56K ﹤0.01%
200
168
$2.46K ﹤0.01%
29
169
$2.36K ﹤0.01%
30
170
$2.32K ﹤0.01%
24
171
$2.19K ﹤0.01%
34
172
$2.05K ﹤0.01%
100
173
$1.96K ﹤0.01%
17
174
$1.85K ﹤0.01%
12
175
$1.8K ﹤0.01%
+83
5 6
7
8 9