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
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.62M
3
+$1.68M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.64M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1M

Top Sells

1
+$3.34M
2
+$2.68M
3
+$2.32M
4
NKE icon
Nike
NKE
+$2.28M
5
GE icon
GE Aerospace
GE
+$1.8M

Sector Composition

1 Technology 22.85%
2 Healthcare 12.19%
3 Financials 9.01%
4 Consumer Discretionary 8.47%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$250K 0.02%
535
+9
252
$250K 0.02%
5,710
253
$248K 0.02%
+2,897
254
$245K 0.02%
8,460
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255
$245K 0.02%
+1,863
256
$245K 0.02%
12,752
+1,156
257
$245K 0.02%
11,105
258
$244K 0.02%
1,391
259
$243K 0.02%
1,320
+10
260
$233K 0.02%
+1,602
261
$230K 0.02%
4,327
-11
262
$229K 0.02%
13,389
-5,914
263
$229K 0.02%
2,950
+76
264
$225K 0.02%
11,706
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265
$221K 0.02%
4,415
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266
$219K 0.02%
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267
$217K 0.02%
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268
$217K 0.02%
3,110
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269
$216K 0.02%
3,254
270
$214K 0.02%
439
271
$213K 0.02%
3,525
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272
$210K 0.02%
3,566
273
$210K 0.02%
+2,071
274
$208K 0.02%
488
275
$203K 0.02%
5,065
+100
8 9 10
11
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