YAL
Your Advocates Ltd Portfolio holdings
AUM $261M
AUM
$261M
AUM Growth
+$8.97M (+4%)
Cap. Flow
+$6.49M
Cap. Flow % of AUM
2.49%
Top 10 Holdings %Top 10 Hldgs %
89.65%
Holding
216
New
6
Increased
38
Reduced
19
Closed
6
Top Buys
| 1 | $1.16M | |
| 2 | $1.11M | |
| 3 | $826K | |
| 4 | $654K | |
| 5 | $588K |
Top Sells
| 1 | $637K | |
| 2 | $43.4K | |
| 3 | $31K | |
| 4 | $26.4K | |
| 5 | $23.7K |
Sector Composition
| 1 | Energy | 1.81% |
| 2 | Technology | 0.76% |
| 3 | Industrials | 0.28% |
| 4 | Consumer Discretionary | 0.15% |
| 5 | Financials | 0.11% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $910 | 0% | 17 | – | – | |||
| $899 | 0% | 23 | – | – | |||
| $788 | 0% | 25 +2 | +9% | +$63 | |||
| $659 | 0% | 29 -79 | -73% | -$1.8K | |||
| $469 | 0% | 63 -12 | -16% | -$89 | |||
| $439 | 0% | 23 | – | – | |||
| $431 | 0% | 19 | – | – | |||
| $420 | 0% | 700 | – | – | |||
| $379 | 0% | 29 | – | – | |||
| $343 | 0% | 32 | – | – | |||
| $337 | 0% | 100 | – | – | |||
| $305 | 0% | 500 | – | – | |||
| $294 | 0% | 3 | – | – | |||
| $262 | 0% | 100 | – | – | |||
| $250 | 0% | 250 | – | – | |||
| $231 | 0% | 17 -10 | -37% | -$136 | |||
| $212 | 0% | 17 | – | – | |||
| $208 | 0% | 10 | – | – | |||
| $182 | 0% | 143 -857 | -86% | -$1.09K | |||
| $146 | 0% | 50 -1,300 | -96% | -$3.8K | |||
| $140 | 0% | 100 | – | – | |||
| $138 | 0% | 130 | – | – | |||
| $129 | 0% | 150 | – | – | |||
| $94 | 0% | 3 | – | – | |||
| $73 | 0% | 7 | – | – |
