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
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.62M
3
+$1.68M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.64M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1M

Top Sells

1
+$3.34M
2
+$2.68M
3
+$2.32M
4
NKE icon
Nike
NKE
+$2.28M
5
GE icon
GE Aerospace
GE
+$1.8M

Sector Composition

1 Technology 22.85%
2 Healthcare 12.19%
3 Financials 9.01%
4 Consumer Discretionary 8.47%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$337K 0.03%
2,435
-499
227
$331K 0.03%
6,017
+2
228
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12,038
229
$323K 0.03%
217
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231
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232
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233
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8,240
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$307K 0.03%
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235
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9,117
236
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237
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238
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239
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240
$287K 0.02%
785
241
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242
$283K 0.02%
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244
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245
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246
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1,625
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247
$263K 0.02%
6,370
-261
248
$260K 0.02%
790
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249
$258K 0.02%
4,775
-455
250
$257K 0.02%
13,398
-395
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10
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