test

Anna Banks

@Your Advocates Ltd., Llp

Latest period2024 - Q3ReportedManaged Assets$254.514MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FNDESchwab Fundamental Emerg Mkts Lg Co Etf
Recent Activity
Decreased -0.18%
2.92%
$7.408M
229,557 shares@ $32.27 avg price
FNDASchwab Fundamental Us Small Company Etf
Recent Activity
Increased 0.17%
2.18%
$5.541M
93,016 shares@ $59.57 avg price
XOMExxon Mobil Corporation
Recent Activity
Decreased -2.28%
0.84%
$2.129M
18,159 shares@ $117.23 avg price
AAPLApple Inc
Recent Activity
Decreased -5.79%
0.53%
$1.342M
5,758 shares@ $232.99 avg price
SPYS P D R S&p 500 Etf Tr
Recent Activity
Decreased -2.8%
0.43%
$1.094M
1,907 shares@ $573.89 avg price
COPConocophillips
Recent Activity
Decreased -1.36%
0.3%
$762,231
7,240 shares@ $105.29 avg price
SCHXSchwab Us Large Cap Etf
Recent Activity
Increased 0.1%
0.25%
$616,925
9,092 shares@ $67.86 avg price
TSLATesla Motors Inc
Recent Activity
Decreased -1.99%
0.24%
$603,057
2,305 shares@ $261.63 avg price
FLIAFranklin Liberty International Aggregate Bond Etf
Recent Activity
Decreased -11.13%
0.23%
$576,493
27,716 shares@ $20.81 avg price
UAPRInnovator Us Equity
Recent Activity
0.22%
$535,839
17,743 shares@ $30.21 avg price