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
$899M
AUM Growth
-$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.93M
3
+$2.18M
4
AZO icon
AutoZone
AZO
+$1.34M
5
SHEL icon
Shell
SHEL
+$1.33M

Top Sells

1
+$3.56M
2
+$3.14M
3
+$2.32M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.22M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.8M

Sector Composition

1 Healthcare 16.98%
2 Technology 16.63%
3 Financials 11.27%
4 Consumer Discretionary 9.27%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$234K 0.03%
1,620
-160
252
$234K 0.03%
717
+5
253
$232K 0.03%
5,230
254
$232K 0.03%
1,560
-310
255
$231K 0.03%
1,050
256
$229K 0.03%
+2,862
257
$227K 0.03%
1,366
258
$226K 0.03%
1,200
-3
259
$222K 0.02%
+554
260
$221K 0.02%
+1,414
261
$220K 0.02%
2,867
262
$219K 0.02%
1,841
+244
263
$218K 0.02%
+2,206
264
$216K 0.02%
+1,737
265
$215K 0.02%
11,049
-99
266
$213K 0.02%
2,356
267
$210K 0.02%
1,407
-67
268
$209K 0.02%
8,794
+150
269
$209K 0.02%
4,810
270
$209K 0.02%
+92,600
271
$207K 0.02%
+2,633
272
$206K 0.02%
2,642
-80
273
$204K 0.02%
+1,035
274
$203K 0.02%
4,020
275
$203K 0.02%
3,010
8 9 10
11
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