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
$937M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.7M
3
+$1.64M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.21M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.14M

Top Sells

1
+$3.66M
2
+$2.56M
3
+$2.14M
4
NFLX icon
Netflix
NFLX
+$2.08M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.08M

Sector Composition

1 Healthcare 17.18%
2 Technology 15.92%
3 Financials 11.56%
4 Consumer Discretionary 9.03%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$293K 0.03%
+3,450
227
$290K 0.03%
1,222
+67
228
$287K 0.03%
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-232
229
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231
$277K 0.03%
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232
$276K 0.03%
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233
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234
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235
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236
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237
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600
238
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545
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239
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240
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241
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242
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245
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246
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247
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248
$253K 0.03%
1,414
249
$250K 0.03%
1,225
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250
$249K 0.03%
1,154
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10
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