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
$1.26B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.99M
3
+$1.69M
4
V icon
Visa
V
+$1.21M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$920K

Top Sells

1
+$2.33M
2
+$2.16M
3
+$2.06M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.93M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.83M

Sector Composition

1 Technology 17.65%
2 Healthcare 15.42%
3 Financials 10.92%
4 Consumer Discretionary 9.81%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$324K 0.03%
3,701
252
$322K 0.03%
2,356
-12
253
$320K 0.03%
1,850
254
$320K 0.03%
4,340
255
$319K 0.03%
1,624
256
$319K 0.03%
1,390
-64
257
$316K 0.03%
817
-14
258
$314K 0.02%
917
259
$314K 0.02%
1,432
-3
260
$313K 0.02%
+3,705
261
$312K 0.02%
6,335
-5,200
262
$309K 0.02%
1,016
263
$307K 0.02%
460
-27
264
$306K 0.02%
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+2
265
$305K 0.02%
6,100
-7,875
266
$301K 0.02%
560
-4
267
$297K 0.02%
1,019
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268
$296K 0.02%
4,314
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269
$294K 0.02%
1,753
-357
270
$289K 0.02%
2,508
271
$286K 0.02%
4,061
272
$278K 0.02%
11,409
-858
273
$277K 0.02%
+2,387
274
$275K 0.02%
4,050
+50
275
$273K 0.02%
776
9 10
11
12 13