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
$248M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$19M
3
+$15.1M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$306K
5
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$72.3K

Top Sells

1
+$5.72M
2
+$5.42M
3
+$2.68M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.05M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.72M

Sector Composition

1 Energy 1.31%
2 Technology 0.72%
3 Consumer Discretionary 0.38%
4 Industrials 0.31%
5 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.8K ﹤0.01%
200
177
$1.75K ﹤0.01%
12
178
$1.73K ﹤0.01%
12
179
$1.68K ﹤0.01%
100
180
$1.66K ﹤0.01%
17
181
$1.66K ﹤0.01%
40
182
$1.56K ﹤0.01%
25
183
$1.51K ﹤0.01%
60
184
$1.41K ﹤0.01%
11
185
$1.41K ﹤0.01%
23
186
$1.39K ﹤0.01%
50
187
$1.36K ﹤0.01%
24
+8
188
$1.26K ﹤0.01%
25
189
$1.17K ﹤0.01%
25
190
$1.16K ﹤0.01%
5
-40
191
$1.1K ﹤0.01%
100
192
$984 ﹤0.01%
12
-105
193
$980 ﹤0.01%
26
194
$980 ﹤0.01%
143
195
$955 ﹤0.01%
19
196
$940 ﹤0.01%
9
-45
197
$893 ﹤0.01%
10
198
$890 ﹤0.01%
9
-27
199
$819 ﹤0.01%
320
+200
200
$814 ﹤0.01%
55
6 7
8
9 10