YIA
YHB Investment Advisors Portfolio holdings
AUM
$1.3B
This Quarter Return
+6.79%
1 Year Return
+16.82%
3 Year Return
+76.91%
5 Year Return
+122.82%
10 Year Return
+323.16%
AUM
$1.21B
AUM Growth
+$1.21B
(+3.9%)
Cap. Flow
-$23M
Cap. Flow
% of AUM
-1.91%
Top 10 Holdings %
Top 10 Hldgs %
33.07%
Holding
289
New
12
Increased
93
Reduced
128
Closed
9
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$1.37M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.06M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$790K |
| 4 |
Eaton
ETN
|
$779K |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$775K |
Top Sells
| 1 |
Lam Research
LRCX
|
$12.4M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$3.65M |
| 3 |
Microsoft
MSFT
|
$2.95M |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$2.32M |
| 5 |
Blackrock
BLK
|
$2.28M |
Sector Composition
| 1 | Technology | 21.43% |
| 2 | Healthcare | 12.74% |
| 3 | Financials | 9.26% |
| 4 | Consumer Discretionary | 8.53% |
| 5 | Industrials | 8.13% |
