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
$255M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1
+$931K
2
+$784K
3
+$498K
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$454K
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$239K

Top Sells

1
+$404K
2
+$378K
3
+$206K
4
PWR icon
Quanta Services
PWR
+$99.9K
5
ASO icon
Academy Sports + Outdoors
ASO
+$91.7K

Sector Composition

1 Energy 1.45%
2 Technology 0.8%
3 Consumer Discretionary 0.36%
4 Industrials 0.33%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.56K ﹤0.01%
1,135
177
$2.41K ﹤0.01%
228
178
$2.15K ﹤0.01%
540
179
$2.11K ﹤0.01%
34
180
$2.1K ﹤0.01%
30
181
$1.76K ﹤0.01%
50
182
$1.68K ﹤0.01%
100
183
$1.47K ﹤0.01%
200
184
$1.44K ﹤0.01%
17
185
$1.43K ﹤0.01%
50
186
$1.41K ﹤0.01%
11
187
$1.38K ﹤0.01%
25
188
$1.32K ﹤0.01%
5
189
$1.2K ﹤0.01%
23
190
$1.17K ﹤0.01%
26
191
$1.14K ﹤0.01%
12
192
$1.06K ﹤0.01%
9
193
$1.01K ﹤0.01%
5
-3
194
$1K ﹤0.01%
25
-25
195
$754 ﹤0.01%
100
196
$708 ﹤0.01%
100
197
$685 ﹤0.01%
25
198
$684 ﹤0.01%
85
+10
199
$651 ﹤0.01%
700
200
$644 ﹤0.01%
23
6 7
8
9 10