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
$899M
AUM Growth
-$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.93M
3
+$2.18M
4
AZO icon
AutoZone
AZO
+$1.34M
5
SHEL icon
Shell
SHEL
+$1.33M

Top Sells

1
+$3.56M
2
+$3.14M
3
+$2.32M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.22M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.8M

Sector Composition

1 Healthcare 16.98%
2 Technology 16.63%
3 Financials 11.27%
4 Consumer Discretionary 9.27%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$286K 0.03%
1,741
+2
227
$284K 0.03%
10,651
+2
228
$283K 0.03%
1,909
229
$281K 0.03%
3,018
+5
230
$281K 0.03%
575
231
$270K 0.03%
1,073
232
$269K 0.03%
5,872
+121
233
$268K 0.03%
2,100
234
$266K 0.03%
3,533
-5,295
235
$260K 0.03%
689
236
$253K 0.03%
4,658
237
$252K 0.03%
1,853
238
$252K 0.03%
1,154
-626
239
$250K 0.03%
2,500
240
$249K 0.03%
784
241
$249K 0.03%
4,375
+50
242
$248K 0.03%
5,295
243
$243K 0.03%
1,214
244
$243K 0.03%
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245
$242K 0.03%
2,958
246
$241K 0.03%
600
-25
247
$239K 0.03%
929
248
$239K 0.03%
2,346
249
$237K 0.03%
1,155
250
$236K 0.03%
2,112
-750
8 9
10
11 12