YAL
Your Advocates Ltd Portfolio holdings
AUM
$278M
1-Year Return
12.01%
This Quarter Return
+1.36%
1 Year Return
+12.01%
3 Year Return
+31.32%
5 Year Return
+47.38%
10 Year Return
–
AUM
$261M
AUM Growth
+$8.97M
(+3.6%)
Cap. Flow
+$6.47M
Cap. Flow
% of AUM
2.48%
Top 10 Holdings %
Top 10 Hldgs %
89.65%
Holding
216
New
6
Increased
38
Reduced
18
Closed
6
Top Buys
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
+$637K |
| 2 |
Schlumberger
SLB
|
+$43.4K |
| 3 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
+$31K |
| 4 |
Southern Company
SO
|
+$26.4K |
| 5 |
Franklin International Aggregate Bond ETF
FLIA
|
+$23.7K |
Sector Composition
| 1 | Energy | 1.81% |
| 2 | Technology | 0.75% |
| 3 | Industrials | 0.28% |
| 4 | Consumer Discretionary | 0.15% |
| 5 | Financials | 0.11% |
