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
$238M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.44M
3
+$2.05M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.56M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.39M

Top Sells

1
+$6.68M
2
+$5.88M
3
+$5.14M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.7M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.01M

Sector Composition

1 Energy 1.62%
2 Technology 0.87%
3 Consumer Discretionary 0.36%
4 Industrials 0.35%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.09K ﹤0.01%
7
177
$2.08K ﹤0.01%
17
178
$1.9K ﹤0.01%
34
179
$1.89K ﹤0.01%
+8
180
$1.88K ﹤0.01%
29
181
$1.84K ﹤0.01%
50
182
$1.68K ﹤0.01%
100
183
$1.45K ﹤0.01%
50
184
$1.41K ﹤0.01%
340
185
$1.41K ﹤0.01%
11
186
$1.29K ﹤0.01%
+50
187
$1.28K ﹤0.01%
12
188
$1.27K ﹤0.01%
+50
189
$1.21K ﹤0.01%
25
190
$1.21K ﹤0.01%
5
191
$1.16K ﹤0.01%
+55
192
$1.16K ﹤0.01%
23
193
$1.15K ﹤0.01%
12
194
$1.14K ﹤0.01%
200
195
$1.07K ﹤0.01%
26
196
$993 ﹤0.01%
9
197
$764 ﹤0.01%
8
198
$755 ﹤0.01%
25
199
$714 ﹤0.01%
700
200
$652 ﹤0.01%
100
6 7
8
9 10