YIA

YHB Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.08%
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.06M
3
+$790K
4
ETN icon
Eaton
ETN
+$779K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$775K

Top Sells

1
+$12.4M
2
+$3.65M
3
+$2.95M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.32M
5
BLK icon
Blackrock
BLK
+$2.28M

Sector Composition

1 Technology 21.43%
2 Healthcare 12.74%
3 Financials 9.26%
4 Consumer Discretionary 8.53%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$257K 0.02%
13,158
-240
252
$253K 0.02%
1,320
253
$249K 0.02%
1,391
254
$247K 0.02%
1,603
+1
255
$246K 0.02%
2,731
-219
256
$246K 0.02%
+3,201
257
$244K 0.02%
5,426
-944
258
$243K 0.02%
13,389
259
$242K 0.02%
479
+40
260
$241K 0.02%
+3,662
261
$240K 0.02%
8,248
-212
262
$236K 0.02%
4,327
263
$232K 0.02%
2,257
264
$229K 0.02%
488
265
$226K 0.02%
+1,091
266
$226K 0.02%
4,415
267
$225K 0.02%
+7,816
268
$223K 0.02%
3,450
-75
269
$222K 0.02%
+743
270
$222K 0.02%
3,566
271
$219K 0.02%
+2,736
272
$219K 0.02%
11,091
-615
273
$218K 0.02%
8,038
-4,000
274
$218K 0.02%
5,065
275
$217K 0.02%
2,794
-460
8 9 10
11
12