YAL

Your Advocates Ltd Portfolio holdings

AUM $306M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$298M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$20.9M
2 +$664K
3 +$511K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$392K
5
AHLT icon
American Beacon AHL Trend ETF
AHLT
+$375K

Sector Composition

1 Energy 1.51%
2 Technology 0.78%
3 Industrials 0.33%
4 Consumer Discretionary 0.14%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PBW icon
151
Invesco WilderHill Clean Energy ETF
PBW
$506M
$3.78K ﹤0.01%
131
ANET icon
152
Arista Networks
ANET
$171B
$3.64K ﹤0.01%
25
-15
FBTC icon
153
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.26B
$3.49K ﹤0.01%
+35
AXP icon
154
American Express
AXP
$203B
$3.39K ﹤0.01%
10
-10
CP icon
155
Canadian Pacific Kansas City
CP
$70.5B
$3.35K ﹤0.01%
45
GEHC icon
156
GE HealthCare
GEHC
$32.1B
$3.08K ﹤0.01%
41
VLTO icon
157
Veralto
VLTO
$22.2B
$2.98K ﹤0.01%
28
DXCM icon
158
DexCom
DXCM
$25.9B
$2.96K ﹤0.01%
44
TRMB icon
159
Trimble
TRMB
$15.6B
$2.78K ﹤0.01%
34
PLUG icon
160
Plug Power
PLUG
$3.35B
$2.76K ﹤0.01%
1,185
ASTS icon
161
AST SpaceMobile
ASTS
$27.5B
$2.5K ﹤0.01%
51
+8
POOL icon
162
Pool Corp
POOL
$7.52B
$2.48K ﹤0.01%
8
URA icon
163
Global X Uranium ETF
URA
$6.71B
$2.38K ﹤0.01%
50
INTC icon
164
Intel
INTC
$231B
$2.31K ﹤0.01%
69
+50
AUPH icon
165
Aurinia Pharmaceuticals
AUPH
$1.87B
$2.21K ﹤0.01%
200
INDI icon
166
indie Semiconductor
INDI
$541M
$2.2K ﹤0.01%
540
VFF icon
167
Village Farms International
VFF
$310M
$2.19K ﹤0.01%
700
DIS icon
168
Walt Disney
DIS
$176B
$2.06K ﹤0.01%
18
ASC icon
169
Ardmore Shipping
ASC
$609M
$1.97K ﹤0.01%
+166
IFX
170
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$1.95K ﹤0.01%
50
SO icon
171
Southern Company
SO
$108B
$1.92K ﹤0.01%
20
TKR icon
172
Timken Company
TKR
$6.78B
$1.88K ﹤0.01%
+25
CNC icon
173
Centene
CNC
$17.5B
$1.68K ﹤0.01%
47
WU icon
174
Western Union
WU
$2.88B
$1.6K ﹤0.01%
+200
FBIN icon
175
Fortune Brands Innovations
FBIN
$4.91B
$1.55K ﹤0.01%
29