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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
+2.23%
1 Year Est. Return
+21.03%
3 Year Est. Return
+50.04%
5 Year Est. Return
+43.34%
10 Year Est. Return
–
AUM
$328M
AUM Growth
+$21.5M
Cap. Flow
+$15.7M
Cap. Flow %
4.79%
Top 10 Hldgs %
89.32%
Holding
265
New
26
Increased
40
Reduced
30
Closed
33

Top Buys

Rank Stock Value
1
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$4.83M
2
SCHR
Schwab Intermediately-Term US Treasury ETF
SCHR
+$3.3M
3
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$1.91M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$1.25M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$1.21M

Top Sells

Rank Stock Value
1
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$878K
2
GLD icon
SPDR Gold Trust
GLD
+$385K
3
HAL icon
Halliburton
HAL
+$294K
4
OXY icon
Occidental Petroleum
OXY
+$244K
5
CIM
Chimera Investment
CIM
+$68.3K

Sector Composition

Rank Sector Weight
1 Energy 1.91%
2 Technology 0.64%
3 Industrials 0.24%
4 Consumer Discretionary 0.12%
5 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENB icon
201
Enbridge
ENB
$112B
$650 ﹤0.01%
+12
New +$611
CVX icon
202
Chevron
CVX
$366B
$621 ﹤0.01%
+3
New +$547
NFE icon
203
New Fortress Energy
NFE
$101M
$590 ﹤0.01%
+1,000
New +$1.17K
NAUT icon
204
Nautilus Biotechnolgy
NAUT
$115M
$582 ﹤0.01%
150
– –
EWZ icon
205
iShares MSCI Brazil ETF
EWZ
$8.95B
$576 ﹤0.01%
15
-98
-87% -$3.58K
AIRG icon
206
Airgain
AIRG
$72.4M
$550 ﹤0.01%
100
– –
KMX icon
207
CarMax
KMX
$8.26B
$416 ﹤0.01%
10
– –
FBTC icon
208
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$354 ﹤0.01%
6
– –
BRCC icon
209
BRC Inc
BRCC
$250M
$353 ﹤0.01%
453
– –
BVN icon
210
Compañía de Minas Buenaventura
BVN
$8.67B
$252 ﹤0.01%
+7
New +$253
MBC icon
211
MasterBrand
MBC
$1.91B
$241 ﹤0.01%
29
– –
ZION icon
212
Zions Bancorporation
ZION
$10.3B
$237 ﹤0.01%
4
+1
+33% +$59
MMYT icon
213
MakeMyTrip
MMYT
$5.64B
$224 ﹤0.01%
6
– –
ZKIN icon
214
ZK International Group
ZKIN
$61.9M
$220 ﹤0.01%
143
– –
CTSO icon
215
Cytosorbents Corp
CTSO
$22.6M
$143 ﹤0.01%
250
– –
AEVA
216
Aeva Technologies
AEVA
$1.86B
$132 ﹤0.01%
10
– –
SCHD icon
217
Schwab US Dividend Equity ETF
SCHD
$105B
$124 ﹤0.01%
4
-16
-80% -$485
DSI icon
218
iShares MSCI KLD 400 Social ETF
DSI
$5.55B
$122 ﹤0.01%
1
– –
ESGV icon
219
Vanguard ESG US Stock ETF
ESGV
$13.6B
$113 ﹤0.01%
1
– –
AZRE
220
DELISTED
Azure Power Global Limited
AZRE
$100 ﹤0.01%
100
– –
SDRL icon
221
Seadrill
SDRL
$2.7B
$91 ﹤0.01%
2
– –
SGML icon
222
Sigma Lithium
SGML
$1.28B
$86 ﹤0.01%
7
– –
SERV
223
Serve Robotics
SERV
$433M
$84 ﹤0.01%
10
– –
VTRS icon
224
Viatris
VTRS
$18.9B
$81 ﹤0.01%
6
– –
DPRO
225
Draganfly
DPRO
$172M
$59 ﹤0.01%
12
– –
7 8
9
10 11

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BC
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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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ES
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ACA
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Your Advocates Ltd's Q1 2026 Portfolio in Review

As of Q1 2026, Your Advocates Ltd held 265 positions worth $328M, up 7% from $306M the previous quarter. Its ten largest holdings account for 89% of the portfolio.

Your Advocates Ltd deployed $15.7M of net new capital in Q1 2026, opening 26 new positions and adding to 40 existing holdings. Its largest new stake was Vanguard Total International Stock ETF: 6,060 shares worth $467K.

By sector, the portfolio is most concentrated in Energy at 1.9% of assets, up from 1.5% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was PIMCO Active Bond Exchange-Traded Fund, an estimated $878K trimmed.

  • Your Advocates Ltd's largest Q1 2026 buy was Vanguard Total International Stock ETF: 6,060 shares worth $467K.
  • Your Advocates Ltd added most to Dimensional US Core Equity 1 ETF in Q1 2026, an estimated $4.83M increase.
  • Your Advocates Ltd's biggest Q1 2026 reduction was PIMCO Active Bond Exchange-Traded Fund, cutting an estimated $878K.
  • Your Advocates Ltd fully exited Halliburton in Q1 2026, selling an estimated $294K.
  • Your Advocates Ltd's ten largest holdings make up 89% of its $328M portfolio in Q1 2026.
  • Your Advocates Ltd opened 26 new positions and closed 33 in Q1 2026.
  • Your Advocates Ltd's portfolio value rose 7% quarter-over-quarter to $328M.

Based on Your Advocates Ltd's 13F filing for Q1 2026, filed 30 Apr 2026.