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
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.18M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.47M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$7.58M
2
+$5.32M
3
+$3.36M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.84M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.62M

Sector Composition

1 Technology 16.38%
2 Healthcare 14.78%
3 Financials 11.91%
4 Communication Services 10.43%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$291K 0.03%
1,454
-200
252
$288K 0.02%
732
253
$284K 0.02%
1,201
254
$281K 0.02%
2,508
255
$280K 0.02%
1,373
+55
256
$279K 0.02%
2,595
-140
257
$278K 0.02%
487
258
$276K 0.02%
1,850
-50
259
$276K 0.02%
12,267
+630
260
$273K 0.02%
1,033
261
$273K 0.02%
2,876
262
$272K 0.02%
2,368
-6
263
$269K 0.02%
560
+10
264
$269K 0.02%
3,353
265
$261K 0.02%
5,162
+18
266
$260K 0.02%
1,016
+28
267
$259K 0.02%
564
-28
268
$254K 0.02%
9,780
-350
269
$253K 0.02%
5,210
270
$251K 0.02%
4,061
271
$250K 0.02%
2,500
272
$250K 0.02%
4,000
273
$249K 0.02%
5,610
274
$249K 0.02%
4,018
275
$248K 0.02%
876
9 10
11
12 13