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
$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
IFX
176
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$2.2K ﹤0.01%
50
URA icon
177
Global X Uranium ETF
URA
$7.67B
$2.14K ﹤0.01%
50
TKR icon
178
Timken Company
TKR
$7.51B
$2.1K ﹤0.01%
25
DIS icon
179
Walt Disney
DIS
$188B
$2.05K ﹤0.01%
18
CNC icon
180
Centene
CNC
$18.8B
$1.93K ﹤0.01%
47
INDI icon
181
indie Semiconductor
INDI
$700M
$1.91K ﹤0.01%
540
POOL icon
182
Pool Corp
POOL
$8.35B
$1.83K ﹤0.01%
8
SO icon
183
Southern Company
SO
$107B
$1.77K ﹤0.01%
20
ASC icon
184
Ardmore Shipping
ASC
$648M
$1.76K ﹤0.01%
166
DNLI icon
185
Denali Therapeutics
DNLI
$3.26B
$1.65K ﹤0.01%
100
LUNR icon
186
Intuitive Machines
LUNR
$4.4B
$1.56K ﹤0.01%
96
FBIN icon
187
Fortune Brands Innovations
FBIN
$4.85B
$1.45K ﹤0.01%
29
NRG icon
188
NRG Energy
NRG
$35.6B
$1.43K ﹤0.01%
+9
STZ icon
189
Constellation Brands
STZ
$28.1B
$1.38K ﹤0.01%
10
RGR icon
190
Sturm, Ruger & Co
RGR
$673M
$1.37K ﹤0.01%
+42
WFRD icon
191
Weatherford International
WFRD
$7.34B
$1.33K ﹤0.01%
17
LIN icon
192
Linde
LIN
$228B
$1.31K ﹤0.01%
3
PINS icon
193
Pinterest
PINS
$11.6B
$1.29K ﹤0.01%
50
-150
SIXG
194
Defiance Connective Technologies ETF
SIXG
$836M
$1.29K ﹤0.01%
20
+4
IWP icon
195
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$1.23K ﹤0.01%
9
BL icon
196
BlackLine
BL
$1.88B
$1.22K ﹤0.01%
22
-3
GXO icon
197
GXO Logistics
GXO
$6.74B
$1.21K ﹤0.01%
23
VTIP icon
198
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.3B
$1.14K ﹤0.01%
+23
LMT icon
199
Lockheed Martin
LMT
$136B
$967 ﹤0.01%
2
+1
IBN icon
200
ICICI Bank
IBN
$103B
$894 ﹤0.01%
30