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Your Advocates Ltd Portfolio holdings

AUM $350M
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
+6.87%
1 Year Est. Return
+21.03%
3 Year Est. Return
+50.04%
5 Year Est. Return
+43.34%
10 Year Est. Return
–
AUM
$278M
AUM Growth
+$17.6M
Cap. Flow
+$186K
Cap. Flow %
0.07%
Top 10 Hldgs %
90.15%
Holding
217
New
8
Increased
40
Reduced
27
Closed
13

Top Buys

Rank Stock Value
1
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.63M
2
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.19M
3
COP icon
ConocoPhillips
COP
+$561K
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$453K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$237K

Top Sells

Rank Stock Value
1
GLD icon
SPDR Gold Trust
GLD
+$1.4M
2
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.09M
3
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$504K
4
HES
Hess
HES
+$488K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$405K

Sector Composition

Rank Sector Weight
1 Energy 1.53%
2 Technology 0.71%
3 Industrials 0.31%
4 Consumer Discretionary 0.13%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTC icon
176
Intel
INTC
$513B
$426 ﹤0.01%
19
– –
AIRG icon
177
Airgain
AIRG
$72.4M
$415 ﹤0.01%
100
– –
AEVA
178
Aeva Technologies
AEVA
$1.82B
$378 ﹤0.01%
10
– –
CHPT icon
179
ChargePoint
CHPT
$161M
$350 ﹤0.01%
25
– –
RLAY icon
180
Relay Therapeutics
RLAY
$4.31B
$346 ﹤0.01%
100
– –
CTSO icon
181
Cytosorbents Corp
CTSO
$22.6M
$320 ﹤0.01%
250
– –
MBC icon
182
MasterBrand
MBC
$1.91B
$317 ﹤0.01%
29
– –
ZKIN icon
183
ZK International Group
ZKIN
$61.9M
$295 ﹤0.01%
143
– –
MMYT icon
184
MakeMyTrip
MMYT
$5.64B
$294 ﹤0.01%
3
– –
EWZ icon
185
iShares MSCI Brazil ETF
EWZ
$8.95B
$289 ﹤0.01%
+10
New +$270
ARKG icon
186
ARK Genomic Revolution ETF
ARKG
$1.73B
$244 ﹤0.01%
10
– –
RIVN icon
187
Rivian
RIVN
$23.2B
$234 ﹤0.01%
17
– –
FUBO icon
188
FuboTV Inc
FUBO
$273M
$193 ﹤0.01%
4
– –
KD icon
189
Kyndryl
KD
$3.05B
$126 ﹤0.01%
3
– –
SERV
190
Serve Robotics
SERV
$432M
$114 ﹤0.01%
10
-500
-98% -$4.39K
NAUT icon
191
Nautilus Biotechnolgy
NAUT
$115M
$108 ﹤0.01%
150
– –
VTRS icon
192
Viatris
VTRS
$19.1B
$54 ﹤0.01%
6
– –
SDRL icon
193
Seadrill
SDRL
$2.7B
$53 ﹤0.01%
2
– –
AZRE
194
DELISTED
Azure Power Global Limited
AZRE
$50 ﹤0.01%
100
– –
AUC
195
ATIF Holdings
AUC
$72.2M
$40 ﹤0.01%
7
– –
DPRO
196
Draganfly
DPRO
$172M
$38 ﹤0.01%
12
– –
SGML icon
197
Sigma Lithium
SGML
$1.28B
$32 ﹤0.01%
7
– –
SPCE icon
198
Virgin Galactic
SPCE
$398M
$14 ﹤0.01%
5
– –
NLY icon
199
Annaly Capital Management
NLY
$17.4B
– –
0
– –
ZION icon
200
Zions Bancorporation
ZION
$10.3B
– –
0
– –
5 6 7
8
9

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EPW
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NC
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1CP
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Your Advocates Ltd's Q2 2025 Portfolio in Review

As of Q2 2025, Your Advocates Ltd held 217 positions worth $278M, up 6.7% from $261M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Your Advocates Ltd's Q2 2025 filing shows 8 new, 40 increased, 27 reduced and 13 closed positions. Its largest new stake was Vanguard FTSE Emerging Markets ETF: 580 shares worth $28.7K. The largest sale was SPDR Gold Trust, an estimated $1.4M.

By sector, the portfolio is most concentrated in Energy at 1.5% of assets, down from 1.8% a quarter earlier, followed by Technology and Industrials.

  • Your Advocates Ltd's largest Q2 2025 buy was Vanguard FTSE Emerging Markets ETF: 580 shares worth $28.7K.
  • Your Advocates Ltd added most to Dimensional US Core Equity 1 ETF in Q2 2025, an estimated $1.63M increase.
  • Your Advocates Ltd's biggest Q2 2025 reduction was SPDR Gold Trust, cutting an estimated $1.4M.
  • Your Advocates Ltd fully exited Hess in Q2 2025, selling an estimated $488K.
  • Your Advocates Ltd's ten largest holdings make up 90% of its $278M portfolio in Q2 2025.
  • Your Advocates Ltd opened 8 new positions and closed 13 in Q2 2025.
  • Your Advocates Ltd's portfolio value rose 6.7% quarter-over-quarter to $278M.

Based on Your Advocates Ltd's 13F filing for Q2 2025, filed 8 Aug 2025.