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
$255M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$784K
3
+$498K
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$454K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$239K

Top Sells

1
+$404K
2
+$378K
3
+$206K
4
PWR icon
Quanta Services
PWR
+$99.9K
5
ASO icon
Academy Sports + Outdoors
ASO
+$91.7K

Sector Composition

1 Energy 1.45%
2 Technology 0.8%
3 Consumer Discretionary 0.36%
4 Industrials 0.33%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$4.47K ﹤0.01%
5
152
$4.42K ﹤0.01%
12
153
$4.33K ﹤0.01%
25
154
$4.25K ﹤0.01%
160
155
$4.03K ﹤0.01%
+70
156
$3.85K ﹤0.01%
45
157
$3.85K ﹤0.01%
41
158
$3.84K ﹤0.01%
40
159
$3.66K ﹤0.01%
100
160
$3.62K ﹤0.01%
100
161
$3.57K ﹤0.01%
80
162
$3.54K ﹤0.01%
47
163
$3.49K ﹤0.01%
+100
164
$3.34K ﹤0.01%
2,350
165
$3.15K ﹤0.01%
200
166
$3.07K ﹤0.01%
20
-20
167
$3.01K ﹤0.01%
8
168
$2.95K ﹤0.01%
44
169
$2.91K ﹤0.01%
100
170
$2.89K ﹤0.01%
+100
171
$2.77K ﹤0.01%
24
172
$2.73K ﹤0.01%
+25
173
$2.67K ﹤0.01%
102
-298
174
$2.6K ﹤0.01%
29
175
$2.58K ﹤0.01%
10
5 6
7
8 9