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
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.3M
3
+$2.41M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.16M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.97M

Top Sells

1
+$2.49M
2
+$2.08M
3
+$1.62M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.1M
5
WAB icon
Wabtec
WAB
+$1.06M

Sector Composition

1 Technology 15.94%
2 Healthcare 13.77%
3 Financials 11.83%
4 Consumer Discretionary 9.71%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$275K 0.02%
5,610
-2,150
252
$274K 0.02%
1,318
253
$269K 0.02%
2,230
+50
254
$268K 0.02%
1,900
255
$265K 0.02%
4,104
-90
256
$265K 0.02%
592
257
$264K 0.02%
5,144
258
$262K 0.02%
489
-33
259
$262K 0.02%
4,000
260
$261K 0.02%
+16,400
261
$261K 0.02%
4,018
262
$261K 0.02%
+10,150
263
$258K 0.02%
+3,353
264
$257K 0.02%
897
265
$252K 0.02%
+983
266
$249K 0.02%
5,210
267
$248K 0.02%
11,037
-60
268
$246K 0.02%
1,115
+84
269
$244K 0.02%
3,090
-503
270
$240K 0.02%
9,340
-14,996
271
$238K 0.02%
1,791
-1,150
272
$234K 0.02%
+1,635
273
$232K 0.02%
+4,426
274
$231K 0.02%
1,473
-25
275
$230K 0.02%
+4,061
9 10
11
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