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
$176M
AUM Growth
-$786K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$3.66M
2
+$3.43M
3
+$609K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$521K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$374K

Top Sells

1
+$1.02M
2
+$815K
3
+$755K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$659K
5
SLB icon
SLB Ltd
SLB
+$356K

Sector Composition

1 Energy 2.07%
2 Technology 0.94%
3 Consumer Discretionary 0.21%
4 Healthcare 0.18%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2K ﹤0.01%
17
177
$2K ﹤0.01%
34
178
$2K ﹤0.01%
350
179
$2K ﹤0.01%
52
180
$2K ﹤0.01%
23
181
$2K ﹤0.01%
47
182
$2K ﹤0.01%
40
183
$2K ﹤0.01%
100
184
$2K ﹤0.01%
60
185
$2K ﹤0.01%
17
-16
186
$2K ﹤0.01%
9
187
$2K ﹤0.01%
34
188
$2K ﹤0.01%
+30
189
$2K ﹤0.01%
50
190
$2K ﹤0.01%
39
191
$2K ﹤0.01%
55
+5
192
$2K ﹤0.01%
35
+7
193
$2K ﹤0.01%
75
194
$2K ﹤0.01%
162
+50
195
$2K ﹤0.01%
180
196
$2K ﹤0.01%
22
197
$1K ﹤0.01%
12
198
$1K ﹤0.01%
+19
199
$1K ﹤0.01%
50
+20
200
$1K ﹤0.01%
6
6 7
8
9 10