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Your Advocates Ltd Portfolio holdings

AUM $350M
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
+6.87%
1 Year Est. Return
+21.03%
3 Year Est. Return
+50.04%
5 Year Est. Return
+43.34%
10 Year Est. Return
–
AUM
$278M
AUM Growth
+$17.6M
Cap. Flow
+$186K
Cap. Flow %
0.07%
Top 10 Hldgs %
90.15%
Holding
217
New
8
Increased
40
Reduced
27
Closed
13

Top Buys

Rank Stock Value
1
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.63M
2
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.19M
3
COP icon
ConocoPhillips
COP
+$561K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$453K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$237K

Top Sells

Rank Stock Value
1
GLD icon
SPDR Gold Trust
GLD
+$1.4M
2
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.09M
3
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$504K
4
HES
Hess
HES
+$488K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$405K

Sector Composition

Rank Sector Weight
1 Energy 1.53%
2 Technology 0.71%
3 Industrials 0.31%
4 Consumer Discretionary 0.13%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CNC icon
151
Centene
CNC
$32.5B
$2.55K ﹤0.01%
47
– –
POOL icon
152
Pool Corp
POOL
$7.5B
$2.33K ﹤0.01%
8
– –
DIS icon
153
Walt Disney
DIS
$181B
$2.23K ﹤0.01%
18
– –
IFX
154
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$2.13K ﹤0.01%
50
– –
ASTS icon
155
AST SpaceMobile
ASTS
$21.5B
$2.01K ﹤0.01%
43
+14
+48% +$405
URA icon
156
Global X Uranium ETF
URA
$6.22B
$1.94K ﹤0.01%
50
– –
INDI icon
157
indie Semiconductor
INDI
$854M
$1.92K ﹤0.01%
540
– –
SO icon
158
Southern Company
SO
$107B
$1.86K ﹤0.01%
20
-20
-50% -$1.8K
TSLZ icon
159
T-Rex 2X Inverse Tesla Daily Target ETF
TSLZ
$32.8M
$1.81K ﹤0.01%
+55
New +$2.61K
PLUG icon
160
Plug Power
PLUG
$3.04B
$1.77K ﹤0.01%
1,185
– –
AUPH icon
161
Aurinia Pharmaceuticals
AUPH
$2.04B
$1.69K ﹤0.01%
200
– –
STZ icon
162
Constellation Brands
STZ
$23.2B
$1.63K ﹤0.01%
10
– –
FBIN icon
163
Fortune Brands Innovations
FBIN
$6.06B
$1.49K ﹤0.01%
29
– –
LIN icon
164
Linde
LIN
$226B
$1.43K ﹤0.01%
3
+1
+50% +$456
BL icon
165
BlackLine
BL
$1.72B
$1.42K ﹤0.01%
25
– –
DNLI icon
166
Denali Therapeutics
DNLI
$3.94B
$1.4K ﹤0.01%
100
– –
IWP icon
167
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$1.25K ﹤0.01%
9
– –
VB icon
168
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
$1.19K ﹤0.01%
5
-7
-58% -$1.56K
GXO icon
169
GXO Logistics
GXO
$5.55B
$1.12K ﹤0.01%
23
– –
IBN icon
170
ICICI Bank
IBN
$108B
$976 ﹤0.01%
29
+4
+16% +$132
LUNR icon
171
Intuitive Machines
LUNR
$2.63B
$902 ﹤0.01%
83
+20
+32% +$196
WFRD icon
172
Weatherford International
WFRD
$6.22B
$855 ﹤0.01%
17
– –
VFF icon
173
Village Farms International
VFF
$253M
$770 ﹤0.01%
700
– –
VST icon
174
Vistra
VST
$47.4B
$581 ﹤0.01%
+3
New +$444
UFOX
175
Defiance Space and Connective Tech ETF
UFOX
$911M
$532 ﹤0.01%
+10
New +$451
5 6
7
8 9

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EPW
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Your Advocates Ltd's Q2 2025 Portfolio in Review

As of Q2 2025, Your Advocates Ltd held 217 positions worth $278M, up 6.7% from $261M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Your Advocates Ltd's Q2 2025 filing shows 8 new, 40 increased, 27 reduced and 13 closed positions. Its largest new stake was Vanguard FTSE Emerging Markets ETF: 580 shares worth $28.7K. The largest sale was SPDR Gold Trust, an estimated $1.4M.

By sector, the portfolio is most concentrated in Energy at 1.5% of assets, down from 1.8% a quarter earlier, followed by Technology and Industrials.

  • Your Advocates Ltd's largest Q2 2025 buy was Vanguard FTSE Emerging Markets ETF: 580 shares worth $28.7K.
  • Your Advocates Ltd added most to Dimensional US Core Equity 1 ETF in Q2 2025, an estimated $1.63M increase.
  • Your Advocates Ltd's biggest Q2 2025 reduction was SPDR Gold Trust, cutting an estimated $1.4M.
  • Your Advocates Ltd fully exited Hess in Q2 2025, selling an estimated $488K.
  • Your Advocates Ltd's ten largest holdings make up 90% of its $278M portfolio in Q2 2025.
  • Your Advocates Ltd opened 8 new positions and closed 13 in Q2 2025.
  • Your Advocates Ltd's portfolio value rose 6.7% quarter-over-quarter to $278M.

Based on Your Advocates Ltd's 13F filing for Q2 2025, filed 8 Aug 2025.