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
$1.21B
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.06M
3
+$790K
4
ETN icon
Eaton
ETN
+$779K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$775K

Top Sells

1
+$12.4M
2
+$3.65M
3
+$2.95M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.32M
5
BLK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$347K 0.03%
2,436
+1
227
$334K 0.03%
2,849
228
$333K 0.03%
3,738
-75
229
$332K 0.03%
775
-10
230
$331K 0.03%
2,371
231
$327K 0.03%
4,050
-100
232
$323K 0.03%
1,225
233
$315K 0.03%
637
234
$312K 0.03%
2,649
235
$310K 0.03%
1,389
+60
236
$307K 0.03%
790
237
$304K 0.03%
8,817
-300
238
$300K 0.02%
7,770
-470
239
$287K 0.02%
2,332
-125
240
$282K 0.02%
3,675
-225
241
$278K 0.02%
4,775
242
$273K 0.02%
5,710
243
$273K 0.02%
1,661
+36
244
$272K 0.02%
+9,838
245
$272K 0.02%
11,105
246
$268K 0.02%
1,058
+11
247
$268K 0.02%
+659
248
$266K 0.02%
12,920
+168
249
$264K 0.02%
2,919
+22
250
$262K 0.02%
2,158
+87
8 9
10
11 12