YAL

Your Advocates Ltd Portfolio holdings

AUM $298M
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$9.76M
3 +$492K
4
VB icon
Vanguard Small-Cap ETF
VB
+$257K
5
IAU icon
iShares Gold Trust
IAU
+$256K

Top Sells

1 +$12.1M
2 +$11.4M
3 +$370K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$280K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$151K

Sector Composition

1 Energy 1.83%
2 Technology 0.98%
3 Financials 0.22%
4 Consumer Discretionary 0.19%
5 Industrials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-178
177
-2,000