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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
$177M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$6.07M
3
+$5.68M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$512K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$477K

Top Sells

1
+$3.5M
2
+$2.99M
3
+$126K
4
COP icon
ConocoPhillips
COP
+$93.9K
5
XOM icon
Exxon Mobil
XOM
+$82.2K

Sector Composition

1 Energy 1.68%
2 Technology 0.94%
3 Consumer Discretionary 0.24%
4 Industrials 0.17%
5 Healthcare 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
+150
202
$1K ﹤0.01%
1,000
203
$1K ﹤0.01%
+22
204
$0 ﹤0.01%
10
-20
205
– –
-6
206
– –
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207
$0 ﹤0.01%
+12
208
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209
– –
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210
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-28
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0
212
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-320
213
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0
215
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216
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220
$0 ﹤0.01%
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17
222
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223
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1
224
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$0 ﹤0.01%
+2,000
6 7 8
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10