YAL

Your Advocates Ltd Portfolio holdings

AUM $328M
1-Year Est. Return 19.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Sector Composition

1 Energy 1.54%
2 Technology 0.75%
3 Industrials 0.29%
4 Consumer Discretionary 0.15%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VRSK icon
151
Verisk Analytics
VRSK
$23.4B
$5.59K ﹤0.01%
25
YUMC icon
152
Yum China
YUMC
$16.9B
$5.44K ﹤0.01%
+114
BMNR
153
BitMine Immersion Technologies
BMNR
$13.1B
$5.43K ﹤0.01%
200
EQT icon
154
EQT Corp
EQT
$37B
$5.36K ﹤0.01%
100
LULU icon
155
lululemon athletica
LULU
$15B
$4.57K ﹤0.01%
22
ASTS icon
156
AST SpaceMobile
ASTS
$20.6B
$4.43K ﹤0.01%
61
+10
CGNX icon
157
Cognex
CGNX
$9.39B
$4.35K ﹤0.01%
121
DXC icon
158
DXC Technology
DXC
$1.94B
$4.21K ﹤0.01%
287
PBW icon
159
Invesco WilderHill Clean Energy ETF
PBW
$450M
$4K ﹤0.01%
131
NOW icon
160
ServiceNow
NOW
$95.4B
$3.83K ﹤0.01%
25
TTD icon
161
Trade Desk
TTD
$11.4B
$3.8K ﹤0.01%
100
-500
AXP icon
162
American Express
AXP
$218B
$3.79K ﹤0.01%
10
EWZ icon
163
iShares MSCI Brazil ETF
EWZ
$11.4B
$3.59K ﹤0.01%
113
+103
GEHC icon
164
GE HealthCare
GEHC
$27.8B
$3.36K ﹤0.01%
41
FISV
165
Fiserv Inc
FISV
$33.6B
$3.36K ﹤0.01%
50
CP icon
166
Canadian Pacific Kansas City
CP
$73.9B
$3.31K ﹤0.01%
45
ANET icon
167
Arista Networks
ANET
$219B
$3.28K ﹤0.01%
25
AUPH icon
168
Aurinia Pharmaceuticals
AUPH
$2.04B
$3.19K ﹤0.01%
200
LQD icon
169
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.7B
$3.08K ﹤0.01%
+28
DXCM icon
170
DexCom
DXCM
$23.2B
$2.92K ﹤0.01%
44
VLTO icon
171
Veralto
VLTO
$21.6B
$2.79K ﹤0.01%
28
TRMB icon
172
Trimble
TRMB
$16B
$2.66K ﹤0.01%
34
INTC icon
173
Intel
INTC
$487B
$2.55K ﹤0.01%
69
PLUG icon
174
Plug Power
PLUG
$4.35B
$2.33K ﹤0.01%
1,185
NCLH icon
175
Norwegian Cruise Line
NCLH
$7.8B
$2.23K ﹤0.01%
+100