YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.4%
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.3M
3
+$2.41M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.16M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.97M

Top Sells

1
+$2.49M
2
+$2.08M
3
+$1.62M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.1M
5
WAB icon
Wabtec
WAB
+$1.06M

Sector Composition

1 Technology 15.94%
2 Healthcare 13.77%
3 Financials 11.83%
4 Consumer Discretionary 9.71%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$345K 0.03%
902
+52
227
$342K 0.03%
4,438
-90
228
$341K 0.03%
1,800
229
$339K 0.03%
2,656
+21
230
$339K 0.03%
5,160
-128
231
$323K 0.03%
3,935
-1,885
232
$318K 0.03%
2,420
233
$316K 0.03%
1,435
-560
234
$314K 0.03%
4,340
-2,979
235
$312K 0.03%
10,092
236
$311K 0.03%
1,730
-710
237
$311K 0.03%
2,137
+241
238
$298K 0.03%
732
239
$295K 0.03%
2,708
240
$295K 0.03%
2,735
-375
241
$294K 0.03%
+7,115
242
$289K 0.03%
1,624
243
$287K 0.02%
2,374
244
$285K 0.02%
+403
245
$284K 0.02%
988
246
$284K 0.02%
876
247
$278K 0.02%
560
-10
248
$277K 0.02%
2,976
+58
249
$277K 0.02%
1,201
250
$276K 0.02%
3,076
8 9
10
11 12