YAL

Your Advocates Ltd Portfolio holdings

AUM $298M
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.3M
3
+$1.09M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.03M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$968K

Top Sells

1
+$541K
2
+$232K
3
+$201K
4
SLB icon
SLB Ltd
SLB
+$83.8K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$83.5K

Sector Composition

1 Energy 1.63%
2 Technology 1.11%
3 Industrials 0.55%
4 Consumer Discretionary 0.52%
5 Healthcare 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.65K ﹤0.01%
7
202
$2.64K ﹤0.01%
60
203
$2.52K ﹤0.01%
+9
204
$2.46K ﹤0.01%
10
205
$2.36K ﹤0.01%
12
206
$2.32K ﹤0.01%
+100
207
$2.22K ﹤0.01%
369
208
$2.2K ﹤0.01%
65
+10
209
$2.19K ﹤0.01%
+68
210
$2.18K ﹤0.01%
100
211
$2.09K ﹤0.01%
29
212
$2.07K ﹤0.01%
50
213
$1.94K ﹤0.01%
200
214
$1.91K ﹤0.01%
30
215
$1.88K ﹤0.01%
400
216
$1.85K ﹤0.01%
22
217
$1.8K ﹤0.01%
34
218
$1.77K ﹤0.01%
12
219
$1.68K ﹤0.01%
100
220
$1.59K ﹤0.01%
60
+20
221
$1.5K ﹤0.01%
170
+1
222
$1.46K ﹤0.01%
40
223
$1.45K ﹤0.01%
23
224
$1.41K ﹤0.01%
11
225
$1.4K ﹤0.01%
+20
7 8
9
10 11