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
$238M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.44M
3
+$2.05M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.56M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.39M

Top Sells

1
+$6.68M
2
+$5.88M
3
+$5.14M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.7M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.01M

Sector Composition

1 Energy 1.62%
2 Technology 0.87%
3 Consumer Discretionary 0.36%
4 Industrials 0.35%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.27K ﹤0.01%
47
152
$4.12K ﹤0.01%
25
153
$4.05K ﹤0.01%
60
154
$3.94K ﹤0.01%
820
155
$3.93K ﹤0.01%
5
156
$3.77K ﹤0.01%
+12
157
$3.7K ﹤0.01%
+100
158
$3.54K ﹤0.01%
45
159
$3.52K ﹤0.01%
100
160
$3.5K ﹤0.01%
+40
161
$3.33K ﹤0.01%
540
162
$3.19K ﹤0.01%
41
163
$3.12K ﹤0.01%
47
164
$3.07K ﹤0.01%
+80
165
$2.97K ﹤0.01%
+25
166
$2.91K ﹤0.01%
2,350
167
$2.86K ﹤0.01%
228
-1,500
168
$2.84K ﹤0.01%
21
+10
169
$2.65K ﹤0.01%
1,135
170
$2.57K ﹤0.01%
10
171
$2.49K ﹤0.01%
200
172
$2.46K ﹤0.01%
8
173
$2.41K ﹤0.01%
24
174
$2.39K ﹤0.01%
30
175
$2.32K ﹤0.01%
100
5 6
7
8 9