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Your Advocates Ltd Portfolio holdings

AUM $350M
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
+2.86%
1 Year Est. Return
+21.03%
3 Year Est. Return
+50.04%
5 Year Est. Return
+43.34%
10 Year Est. Return
–
AUM
$306M
AUM Growth
+$7.97M
Cap. Flow
-$584K
Cap. Flow %
-0.19%
Top 10 Hldgs %
89.72%
Holding
248
New
27
Increased
36
Reduced
38
Closed
9

Top Buys

Rank Stock Value
1
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$1.36M
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$805K
3
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$241K
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$196K
5
FTI icon
TechnipFMC
FTI
+$71.8K

Top Sells

Rank Stock Value
1
GLD icon
SPDR Gold Trust
GLD
+$1.05M
2
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$682K
3
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$372K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$291K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$253K

Sector Composition

Rank Sector Weight
1 Energy 1.54%
2 Technology 0.75%
3 Industrials 0.29%
4 Consumer Discretionary 0.15%
5 Financials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RLAY icon
201
Relay Therapeutics
RLAY
$4.33B
$846 ﹤0.01%
100
– –
SMCI icon
202
Super Micro Computer
SMCI
$20.1B
$732 ﹤0.01%
25
– –
BP icon
203
BP
BP
$107B
$729 ﹤0.01%
21
– –
DGRO icon
204
iShares Core Dividend Growth ETF
DGRO
$43.5B
$694 ﹤0.01%
+10
New +$688
COIN icon
205
Coinbase
COIN
$40.5B
$678 ﹤0.01%
+3
New +$894
TSLZ icon
206
T-Rex 2X Inverse Tesla Daily Target ETF
TSLZ
$32.8M
$641 ﹤0.01%
54
-1
-2% -$13
SCHD icon
207
Schwab US Dividend Equity ETF
SCHD
$105B
$549 ﹤0.01%
+20
New +$544
BRCC icon
208
BRC Inc
BRCC
$250M
$503 ﹤0.01%
453
+401
+771% +$520
MMYT icon
209
MakeMyTrip
MMYT
$5.64B
$493 ﹤0.01%
6
– –
FBTC icon
210
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$457 ﹤0.01%
6
-29
-83% -$2.53K
AIRG icon
211
Airgain
AIRG
$72.4M
$406 ﹤0.01%
100
– –
KMX icon
212
CarMax
KMX
$8.26B
$386 ﹤0.01%
10
– –
RIVN icon
213
Rivian
RIVN
$23.2B
$335 ﹤0.01%
17
– –
MBC icon
214
MasterBrand
MBC
$1.91B
$320 ﹤0.01%
29
– –
NAUT icon
215
Nautilus Biotechnolgy
NAUT
$115M
$293 ﹤0.01%
150
– –
ZKIN icon
216
ZK International Group
ZKIN
$61.9M
$215 ﹤0.01%
143
– –
MTUS icon
217
Metallus
MTUS
$898M
$206 ﹤0.01%
12
– –
ZION icon
218
Zions Bancorporation
ZION
$10.3B
$181 ﹤0.01%
3
+2
+200% +$109
CTSO icon
219
Cytosorbents Corp
CTSO
$22.6M
$160 ﹤0.01%
250
– –
AEVA
220
Aeva Technologies
AEVA
$1.86B
$133 ﹤0.01%
10
– –
DSI icon
221
iShares MSCI KLD 400 Social ETF
DSI
$5.55B
$129 ﹤0.01%
+1
New +$128
FUBO icon
222
FuboTV Inc
FUBO
$273M
$126 ﹤0.01%
4
– –
ESGV icon
223
Vanguard ESG US Stock ETF
ESGV
$13.6B
$121 ﹤0.01%
+1
New +$120
SERV
224
Serve Robotics
SERV
$432M
$104 ﹤0.01%
10
– –
AZRE
225
DELISTED
Azure Power Global Limited
AZRE
$100 ﹤0.01%
100
– –
6 7 8
9
10

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SMC
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EPW
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NC
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1CP
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AW
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ACA
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Your Advocates Ltd's Q4 2025 Portfolio in Review

As of Q4 2025, Your Advocates Ltd held 248 positions worth $306M, up 2.7% from $298M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Your Advocates Ltd's Q4 2025 filing shows 27 new, 36 increased, 38 reduced and 9 closed positions. Its largest new stake was Dimensional International Sustainability Core 1 ETF: 1,460 shares worth $62.6K. The largest sale was SPDR Gold Trust, an estimated $1.05M.

By sector, the portfolio is most concentrated in Energy at 1.5% of assets, up from 1.5% a quarter earlier, followed by Technology and Industrials.

  • Your Advocates Ltd's largest Q4 2025 buy was Dimensional International Sustainability Core 1 ETF: 1,460 shares worth $62.6K.
  • Your Advocates Ltd added most to Schwab Intermediately-Term US Treasury ETF in Q4 2025, an estimated $1.36M increase.
  • Your Advocates Ltd's biggest Q4 2025 reduction was SPDR Gold Trust, cutting an estimated $1.05M.
  • Your Advocates Ltd fully exited Roblox in Q4 2025, selling an estimated $69.3K.
  • Your Advocates Ltd's ten largest holdings make up 90% of its $306M portfolio in Q4 2025.
  • Your Advocates Ltd opened 27 new positions and closed 9 in Q4 2025.
  • Your Advocates Ltd's portfolio value rose 2.7% quarter-over-quarter to $306M.

Based on Your Advocates Ltd's 13F filing for Q4 2025, filed 2 Feb 2026.