YAL
Your Advocates Ltd Portfolio holdings
AUM
$298M
1-Year Est. Return
12.22%
1 Year Est. Return
+12.22%
AUM
$278M
AUM Growth
+$17.6M
(+6.7%)
Holding
218
Top Buys
| 1 | +$1.75M | |
| 2 | +$1.26M | |
| 3 | +$559K | |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$459K |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$245K |
Top Sells
| 1 | +$1.41M | |
| 2 | +$1.16M | |
| 3 | +$544K | |
| 4 |
HES
Hess
HES
|
+$488K |
| 5 |
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
|
+$431K |
Sector Composition
| 1 | Energy | 1.53% |
| 2 | Technology | 0.71% |
| 3 | Industrials | 0.31% |
| 4 | Consumer Discretionary | 0.13% |
| 5 | Financials | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Nuvve Holding Corp
NVVE
$5.18M
| $1 | ﹤0.01% |
1
|
|
||
202
AGCO
AGCO
$7.79B
| – | – |
-11
|
|
||
203
Bristol-Myers Squibb
BMY
$95B
| – | – |
-100
|
|
||
204
Coinbase
COIN
$76.6B
| – | – |
-11
|
|
||
205
VanEck Gold Miners ETF
GDX
$22.1B
| – | – |
-393
|
|
||
|
HES
206
DELISTED
Hess
HES
| – | – |
-3,053
|
|
||
207
Lowe's Companies
LOW
$128B
| – | – |
0
|
|
||
208
Medifast
MED
$125M
| – | – |
-17
|
|
||
209
RXO
RXO
$1.78B
| – | – |
-23
|
|
||
210
Charles Schwab
SCHW
$168B
| $0 | ﹤0.01% |
434
|
|
||
211
Sun Life Financial
SLF
$33B
| – | – |
-275
|
|
||
212
AT&T
T
$181B
| – | – |
-133
|
|
||
213
Warner Bros
WBD
$57.1B
| – | – |
-32
|
|
||
214
Walmart
WMT
$817B
| – | – |
-100
|
|
||
|
GRNY
215
FundStrat Granny Shots US Large Cap ETF
GRNY
$2.78B
| – | – |
-500
|
|
||
|
SAVE
216
DELISTED
Spirit Airlines, Inc.
SAVE
| – | – |
-100
|
|
||
|
SHPW
217
DELISTED
Shapeways Holdings, Inc. Common Stock
SHPW
| $0 | ﹤0.01% |
+75
|
|