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
$238M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.44M
3
+$2.05M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$1.56M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.39M

Top Sells

1
+$6.68M
2
+$5.88M
3
+$5.14M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.7M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.01M

Sector Composition

1 Energy 1.62%
2 Technology 0.87%
3 Consumer Discretionary 0.36%
4 Industrials 0.35%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$604 ﹤0.01%
100
202
$601 ﹤0.01%
23
203
$593 ﹤0.01%
27
+20
204
$588 ﹤0.01%
19
205
$572 ﹤0.01%
30
206
$551 ﹤0.01%
45
-10
207
$550 ﹤0.01%
143
208
$450 ﹤0.01%
+1
209
$426 ﹤0.01%
29
210
$378 ﹤0.01%
20
-2
211
$351 ﹤0.01%
150
212
$295 ﹤0.01%
20
213
$288 ﹤0.01%
+10
214
$248 ﹤0.01%
75
+15
215
$235 ﹤0.01%
10
216
$228 ﹤0.01%
17
217
$196 ﹤0.01%
5
218
$175 ﹤0.01%
250
219
$128 ﹤0.01%
3
-18
220
$113 ﹤0.01%
7
221
$103 ﹤0.01%
2
222
$84 ﹤0.01%
+7
223
$79 ﹤0.01%
3
224
$77 ﹤0.01%
100
225
$76 ﹤0.01%
9
7 8
9
10 11