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
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.18M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.47M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$7.58M
2
+$5.32M
3
+$3.36M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.84M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.62M

Sector Composition

1 Technology 16.38%
2 Healthcare 14.78%
3 Financials 11.91%
4 Communication Services 10.43%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$360K 0.03%
2,790
+210
227
$351K 0.03%
2,137
228
$350K 0.03%
10,092
229
$336K 0.03%
+5,597
230
$332K 0.03%
1,913
+118
231
$331K 0.03%
11,121
+3
232
$331K 0.03%
4,698
233
$330K 0.03%
2,110
+637
234
$329K 0.03%
3,370
-213
235
$327K 0.03%
2,410
+180
236
$324K 0.03%
3,935
237
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1,624
238
$317K 0.03%
776
+113
239
$315K 0.03%
4,633
-60
240
$315K 0.03%
2,420
241
$313K 0.03%
4,340
242
$310K 0.03%
1,615
-118
243
$307K 0.03%
917
244
$304K 0.03%
489
245
$302K 0.03%
1,080
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246
$299K 0.03%
831
-10
247
$299K 0.03%
6,453
-1,905
248
$298K 0.03%
1,435
249
$298K 0.03%
10,698
-9,490
250
$294K 0.03%
919
+22
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10
11 12