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
$182M
AUM Growth
+$9.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$25.4M
3
+$16M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$15.6M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$7.04M

Top Sells

1
+$29.2M
2
+$28.9M
3
+$13.2M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$8.01M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.58M

Sector Composition

1 Energy 1.77%
2 Technology 0.87%
3 Consumer Discretionary 0.43%
4 Industrials 0.37%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.88K ﹤0.01%
22
177
$1.84K ﹤0.01%
369
178
$1.8K ﹤0.01%
55
179
$1.78K ﹤0.01%
34
180
$1.72K ﹤0.01%
100
181
$1.7K ﹤0.01%
29
182
$1.68K ﹤0.01%
25
183
$1.65K ﹤0.01%
100
184
$1.49K ﹤0.01%
11
185
$1.46K ﹤0.01%
40
186
$1.46K ﹤0.01%
169
+3
187
$1.43K ﹤0.01%
12
188
$1.41K ﹤0.01%
26
189
$1.35K ﹤0.01%
650
-70
190
$1.34K ﹤0.01%
100
191
$1.28K ﹤0.01%
+26
192
$1.16K ﹤0.01%
23
193
$1.14K ﹤0.01%
70
+20
194
$1.13K ﹤0.01%
14
195
$1.13K ﹤0.01%
+47
196
$1.07K ﹤0.01%
+20
197
$1.04K ﹤0.01%
40
198
$1.01K ﹤0.01%
26
199
$1.01K ﹤0.01%
17
200
$997 ﹤0.01%
50
6 7
8
9 10