YAL

Your Advocates Ltd Portfolio holdings

AUM $306M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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
RLAY icon
201
Relay Therapeutics
RLAY
$1.76B
$846 ﹤0.01%
100
SMCI icon
202
Super Micro Computer
SMCI
$18.4B
$732 ﹤0.01%
25
BP icon
203
BP
BP
$99.1B
$729 ﹤0.01%
21
DGRO icon
204
iShares Core Dividend Growth ETF
DGRO
$38.4B
$694 ﹤0.01%
+10
COIN icon
205
Coinbase
COIN
$48.4B
$678 ﹤0.01%
+3
TSLZ icon
206
T-Rex 2X Inverse Tesla Daily Target ETF
TSLZ
$69.9M
$641 ﹤0.01%
54
-1
SCHD icon
207
Schwab US Dividend Equity ETF
SCHD
$85.4B
$549 ﹤0.01%
+20
BRCC icon
208
BRC Inc
BRCC
$89.4M
$503 ﹤0.01%
453
+401
MMYT icon
209
MakeMyTrip
MMYT
$4.94B
$493 ﹤0.01%
6
FBTC icon
210
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.01B
$457 ﹤0.01%
6
-29
AIRG icon
211
Airgain
AIRG
$50.9M
$406 ﹤0.01%
100
KMX icon
212
CarMax
KMX
$5.97B
$386 ﹤0.01%
10
RIVN icon
213
Rivian
RIVN
$18.9B
$335 ﹤0.01%
17
MBC icon
214
MasterBrand
MBC
$1.25B
$320 ﹤0.01%
29
NAUT icon
215
Nautilus Biotechnolgy
NAUT
$303M
$293 ﹤0.01%
150
ZKIN icon
216
ZK International Group
ZKIN
$19.3M
$215 ﹤0.01%
143
MTUS icon
217
Metallus
MTUS
$724M
$206 ﹤0.01%
12
ZION icon
218
Zions Bancorporation
ZION
$8.55B
$181 ﹤0.01%
3
+2
CTSO icon
219
Cytosorbents Corp
CTSO
$50.9M
$160 ﹤0.01%
250
AEVA
220
Aeva Technologies
AEVA
$862M
$133 ﹤0.01%
10
DSI icon
221
iShares MSCI KLD 400 Social ETF
DSI
$4.89B
$129 ﹤0.01%
+1
FUBO icon
222
FuboTV Inc
FUBO
$423M
$126 ﹤0.01%
50
ESGV icon
223
Vanguard ESG US Stock ETF
ESGV
$11.6B
$121 ﹤0.01%
+1
SERV
224
Serve Robotics
SERV
$724M
$104 ﹤0.01%
10
AZRE
225
DELISTED
Azure Power Global Limited
AZRE
$100 ﹤0.01%
100