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
$937M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.7M
3
+$1.64M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.21M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.14M

Top Sells

1
+$3.66M
2
+$2.56M
3
+$2.14M
4
NFLX icon
Netflix
NFLX
+$2.08M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.08M

Sector Composition

1 Healthcare 17.18%
2 Technology 15.92%
3 Financials 11.56%
4 Consumer Discretionary 9.03%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$249K 0.03%
2,001
+160
252
$248K 0.03%
929
253
$245K 0.03%
8,952
254
$244K 0.03%
4,810
255
$243K 0.03%
1,050
256
$242K 0.03%
2,356
257
$240K 0.03%
2,867
258
$240K 0.03%
10,132
-61,015
259
$239K 0.03%
10,854
-195
260
$237K 0.03%
784
261
$236K 0.03%
+3,117
262
$236K 0.03%
4,658
263
$233K 0.02%
1,891
+71
264
$233K 0.02%
1,407
265
$229K 0.02%
18,803
+2,889
266
$226K 0.02%
1,035
267
$224K 0.02%
9,294
+500
268
$222K 0.02%
2,642
269
$220K 0.02%
2,633
270
$220K 0.02%
1,620
271
$215K 0.02%
2,850
-160
272
$214K 0.02%
+4,765
273
$214K 0.02%
11,240
+675
274
$212K 0.02%
+2,090
275
$209K 0.02%
4,435
+60
8 9 10
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