Anna Banks

@Your Advocates Ltd., Llp

Latest period2024 - Q3

Reported2mo 25d ago

Managed Assets$254.514M

Total holdings232

Assets growth rate6.87%

Assets growth rate (2-Q avg)3.7%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Your Advocates Ltd., Llp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 232 positions.

Assets under management

The assets under management (AUM) of Your Advocates Ltd., Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 254.514M in assets, with a quarterly growth rate of 6.87% and a 2-quarter average growth rate of 3.7%. The portfolio is managed by Anna Banks, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PWRQuanta Services Inc Recent Activity Exited	0%	$99,857 393 shares@ $254.09 avg price	Exited
FBRTFranklin Bsp Capital Corp Recent Activity Exited	0%	$87,898 5,996 shares@ $14.66 avg price	Exited
BSXBoston Scientific Co Recent Activity Exited	0%	$6,084 79 shares@ $77.02 avg price	Exited
PMDPsychemedics Corp Recent Activity Exited	0%	$5,929 2,450 shares@ $2.42 avg price	Exited
ABNBAirbnb Inc Recent Activity Exited	0%	$4,701 31 shares@ $151.65 avg price	Exited
G115⤦Accenture Ltd Cl A Recent Activity Exited	0%	$4,551 15 shares@ $303.4 avg price	Exited
7846⤦Spdr S&p Oil & Gas Equip Recent Activity Exited	0%	$4,270 47 shares@ $90.86 avg price	Exited
MRNAModerna Inc Recent Activity Exited	0%	$2,969 25 shares@ $118.76 avg price	Exited
SNOWSnowflake Inc Recent Activity Exited	0%	$2,837 21 shares@ $135.1 avg price	Exited
NIONio Inc Adr Recent Activity Exited	0%	$1,414 340 shares@ $4.16 avg price	Exited