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
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.3M
3
+$2.41M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.16M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.97M

Top Sells

1
+$2.49M
2
+$2.08M
3
+$1.62M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.1M
5
WAB icon
Wabtec
WAB
+$1.06M

Sector Composition

1 Technology 15.94%
2 Healthcare 13.77%
3 Financials 11.83%
4 Consumer Discretionary 9.71%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$229K 0.02%
+3,452
277
$228K 0.02%
+2,910
278
$227K 0.02%
+2,556
279
$222K 0.02%
+8,530
280
$217K 0.02%
+487
281
$217K 0.02%
554
-10
282
$215K 0.02%
1,803
-28
283
$213K 0.02%
1,277
-845
284
$212K 0.02%
863
-98
285
$211K 0.02%
+850
286
$210K 0.02%
+9,201
287
$210K 0.02%
+2,429
288
$208K 0.02%
+770
289
$205K 0.02%
11,105
290
$202K 0.02%
+1,582
291
$201K 0.02%
15,914
-14,000
292
$201K 0.02%
+2,100
293
$148K 0.01%
+13,990
294
– –
-2,680
295
– –
-8,952
296
– –
-573
297
– –
-6,141
298
– –
-7,010
299
– –
-964
300
– –
-11,067
9 10 11
12
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