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
$195M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.3M
3
+$1.09M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.03M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$968K

Top Sells

1
+$541K
2
+$232K
3
+$201K
4
SLB icon
SLB Ltd
SLB
+$83.8K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$83.5K

Sector Composition

1 Energy 1.63%
2 Technology 1.11%
3 Industrials 0.55%
4 Consumer Discretionary 0.52%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.63K ﹤0.01%
15
177
$4.59K ﹤0.01%
+245
178
$4.39K ﹤0.01%
25
179
$4.28K ﹤0.01%
100
180
$4.27K ﹤0.01%
79
181
$4.1K ﹤0.01%
150
182
$4K ﹤0.01%
+18
183
$3.9K ﹤0.01%
650
184
$3.67K ﹤0.01%
47
185
$3.63K ﹤0.01%
45
186
$3.58K ﹤0.01%
4
187
$3.4K ﹤0.01%
225
188
$3.29K ﹤0.01%
340
-140
189
$3.26K ﹤0.01%
100
190
$3.25K ﹤0.01%
30
+3
191
$3.17K ﹤0.01%
47
192
$3.16K ﹤0.01%
100
193
$3.14K ﹤0.01%
25
194
$3.13K ﹤0.01%
210
195
$3.1K ﹤0.01%
73
+1
196
$3K ﹤0.01%
8
197
$2.95K ﹤0.01%
100
198
$2.81K ﹤0.01%
5
199
$2.7K ﹤0.01%
200
200
$2.68K ﹤0.01%
12
6 7
8
9 10