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

Top Buys

1
+$3.79M
2
+$3.51M
3
+$635K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$549K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$381K

Top Sells

1
+$1.04M
2
+$805K
3
+$745K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$667K
5
SLB icon
SLB Ltd
SLB
+$338K

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%
29
177
$2K ﹤0.01%
52
178
$2K ﹤0.01%
23
179
$2K ﹤0.01%
47
180
$2K ﹤0.01%
40
181
$2K ﹤0.01%
100
182
$2K ﹤0.01%
60
183
$2K ﹤0.01%
17
-16
184
$2K ﹤0.01%
9
185
$2K ﹤0.01%
10
186
$2K ﹤0.01%
34
187
$2K ﹤0.01%
+30
188
$2K ﹤0.01%
50
189
$2K ﹤0.01%
39
190
$2K ﹤0.01%
55
+5
191
$2K ﹤0.01%
35
+7
192
$2K ﹤0.01%
75
193
$2K ﹤0.01%
162
+50
194
$2K ﹤0.01%
100
195
$2K ﹤0.01%
180
196
$2K ﹤0.01%
22
197
$1K ﹤0.01%
6
198
$1K ﹤0.01%
12
199
$1K ﹤0.01%
1,000
200
$1K ﹤0.01%
200
+50
6 7
8
9 10