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
$173M
AUM Growth
+$6.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$3.05M
3
+$1.75M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.65M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.5M

Top Sells

1
+$4.5M
2
+$4.02M
3
+$1.56M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.13M
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$1.1M

Sector Composition

1 Energy 1.73%
2 Technology 0.72%
3 Industrials 0.34%
4 Consumer Discretionary 0.17%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.22K ﹤0.01%
100
177
$1.04K ﹤0.01%
40
178
$1.03K ﹤0.01%
1
179
$1.02K ﹤0.01%
26
180
$1K ﹤0.01%
50
181
$982 ﹤0.01%
23
182
$958 ﹤0.01%
5
183
$956 ﹤0.01%
14
+1
184
$938 ﹤0.01%
700
185
$866 ﹤0.01%
17
186
$864 ﹤0.01%
200
187
$830 ﹤0.01%
10
188
$770 ﹤0.01%
50
189
$766 ﹤0.01%
23
-16
190
$651 ﹤0.01%
100
191
$632 ﹤0.01%
30
192
$626 ﹤0.01%
9
193
$612 ﹤0.01%
720
194
$603 ﹤0.01%
8
+2
195
$513 ﹤0.01%
5
196
$488 ﹤0.01%
16
197
$487 ﹤0.01%
+5
198
$431 ﹤0.01%
100
199
$431 ﹤0.01%
350
200
$410 ﹤0.01%
143
6 7
8
9 10