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
$248M
AUM Growth
+$80.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$56.8M
2
+$19M
3
+$15.1M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$306K
5
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$72.3K

Top Sells

1
+$5.72M
2
+$5.42M
3
+$2.68M
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$2.05M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.72M

Sector Composition

1 Energy 1.31%
2 Technology 0.72%
3 Consumer Discretionary 0.38%
4 Industrials 0.31%
5 Financials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$812 ﹤0.01%
19
+6
202
$762 ﹤0.01%
2
+1
203
$700 ﹤0.01%
5
204
$658 ﹤0.01%
+8
205
$634 ﹤0.01%
8
206
$608 ﹤0.01%
135
+100
207
$581 ﹤0.01%
30
208
$535 ﹤0.01%
23
209
$532 ﹤0.01%
700
210
$482 ﹤0.01%
7
211
$449 ﹤0.01%
150
212
$441 ﹤0.01%
9
213
$431 ﹤0.01%
29
214
$399 ﹤0.01%
17
215
$356 ﹤0.01%
100
216
$343 ﹤0.01%
20
217
$328 ﹤0.01%
10
218
$278 ﹤0.01%
250
219
$188 ﹤0.01%
75
220
$144 ﹤0.01%
12
221
$137 ﹤0.01%
7
222
$125 ﹤0.01%
100
223
$68 ﹤0.01%
4
-244
224
$65 ﹤0.01%
6
225
$62 ﹤0.01%
3
7 8
9
10 11