Portfolio (Quarterly)
Guide ↗
Your Advocates Ltd., LLP
· CIK 0001774437| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | — | Icici Bank Ltd | — | 50.0 | $1K | — | +20.0 | +66.7% | $29.04 | — |
| 42 | COIN | Coinbase Global Inc | Financial Services | 8.0 | $1K | — | +5.0 | +166.7% | $146.25 | +22.1% |
| 43 | SMCI | Super Micro Computer Inc | Technology | 37.0 | $1K | — | +12.0 | +48.0% | $29.32 | +26.4% |
| 44 | ZION | Zions Bancorp | Financial Services | 4.0 | $286.0 | — | +1.0 | +33.3% | $71.50 | -5.2% |
| 45 | ICLN | Ishares Global Clean | — | 6.0 | $117.0 | — | +5.0 | +500.0% | $19.50 | -10.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
67.9%
Energy
17.7%
Technology
8.4%
Industrials
2.2%
Consumer Cyclical
1.8%
Consumer Defensive
0.8%
Healthcare
0.6%
Utilities
0.4%
Basic Materials
0.3%
Communication Services
0.2%