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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
$176M
AUM Growth
-$786K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.51M
3
+$635K
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$549K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$381K

Top Sells

1
+$1.04M
2
+$805K
3
+$745K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$667K
5
SLB icon
SLB Ltd
SLB
+$338K

Sector Composition

1 Energy 2.02%
2 Technology 0.94%
3 Consumer Discretionary 0.21%
4 Industrials 0.2%
5 Healthcare 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
5
202
$1K ﹤0.01%
+19
203
$1K ﹤0.01%
50
+20
204
$1K ﹤0.01%
6
205
$1K ﹤0.01%
20
206
$1K ﹤0.01%
150
207
$1K ﹤0.01%
33
+3
208
– –
0
209
$1K ﹤0.01%
17
210
$1K ﹤0.01%
40
211
$1K ﹤0.01%
50
212
$1K ﹤0.01%
26
213
$1K ﹤0.01%
17
214
$1K ﹤0.01%
5
215
$1K ﹤0.01%
143
216
$1K ﹤0.01%
10
217
$1K ﹤0.01%
750
218
$1K ﹤0.01%
200
+50
219
$1K ﹤0.01%
1,000
220
$1K ﹤0.01%
12
221
$0 ﹤0.01%
10
222
– –
-846
223
– –
-200
224
– –
-50
225
– –
-140
6 7 8
9
10