YAL

Your Advocates Ltd Portfolio holdings

AUM $328M
1-Year Est. Return 19.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Sector Composition

1 Energy 1.54%
2 Technology 0.75%
3 Industrials 0.29%
4 Consumer Discretionary 0.15%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IFX
176
DELISTED
INFINEON TECH AG ADS(REP1 ORD)
IFX
$2.2K ﹤0.01%
50
URA icon
177
Global X Uranium ETF
URA
$7.75B
$2.14K ﹤0.01%
50
TKR icon
178
Timken Company
TKR
$7.47B
$2.1K ﹤0.01%
25
DIS icon
179
Walt Disney
DIS
$180B
$2.05K ﹤0.01%
18
CNC icon
180
Centene
CNC
$26.5B
$1.93K ﹤0.01%
47
INDI icon
181
indie Semiconductor
INDI
$921M
$1.91K ﹤0.01%
540
POOL icon
182
Pool Corp
POOL
$7.42B
$1.83K ﹤0.01%
8
SO icon
183
Southern Company
SO
$108B
$1.77K ﹤0.01%
20
ASC icon
184
Ardmore Shipping
ASC
$752M
$1.76K ﹤0.01%
166
DNLI icon
185
Denali Therapeutics
DNLI
$2.98B
$1.65K ﹤0.01%
100
LUNR icon
186
Intuitive Machines
LUNR
$4.11B
$1.56K ﹤0.01%
96
FBIN icon
187
Fortune Brands Innovations
FBIN
$4.61B
$1.45K ﹤0.01%
29
NRG icon
188
NRG Energy
NRG
$32.6B
$1.43K ﹤0.01%
+9
STZ icon
189
Constellation Brands
STZ
$25.4B
$1.38K ﹤0.01%
10
RGR icon
190
Sturm, Ruger & Co
RGR
$648M
$1.37K ﹤0.01%
+42
WFRD icon
191
Weatherford International
WFRD
$7.85B
$1.33K ﹤0.01%
17
LIN icon
192
Linde
LIN
$228B
$1.31K ﹤0.01%
3
PINS icon
193
Pinterest
PINS
$11.8B
$1.29K ﹤0.01%
50
-150
UFOX
194
Defiance Connective Technologies ETF
UFOX
$893M
$1.29K ﹤0.01%
20
+4
IWP icon
195
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$1.23K ﹤0.01%
9
BL icon
196
BlackLine
BL
$2B
$1.22K ﹤0.01%
22
-3
GXO icon
197
GXO Logistics
GXO
$5.45B
$1.21K ﹤0.01%
23
VTIP icon
198
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.4B
$1.14K ﹤0.01%
+23
LMT icon
199
Lockheed Martin
LMT
$119B
$967 ﹤0.01%
2
+1
IBN icon
200
ICICI Bank
IBN
$93.7B
$894 ﹤0.01%
30