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
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.18M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.47M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$7.58M
2
+$5.32M
3
+$3.36M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.84M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.62M

Sector Composition

1 Technology 16.38%
2 Healthcare 14.78%
3 Financials 11.91%
4 Communication Services 10.43%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$247K 0.02%
1,030
+107
277
$246K 0.02%
4,270
-87
278
$246K 0.02%
9,050
-60,920
279
$243K 0.02%
3,452
280
$242K 0.02%
358
281
$241K 0.02%
+11,429
282
$240K 0.02%
2,910
283
$239K 0.02%
901
+51
284
$239K 0.02%
1,580
-2
285
$239K 0.02%
+2,100
286
$234K 0.02%
863
287
$231K 0.02%
1,115
288
$231K 0.02%
15,914
289
$227K 0.02%
1,517
+62
290
$224K 0.02%
2,427
-2
291
$223K 0.02%
2,722
-354
292
$223K 0.02%
3,701
293
$222K 0.02%
1,791
294
$221K 0.02%
1,494
-2,263
295
$218K 0.02%
5,340
296
$213K 0.02%
1,803
297
$213K 0.02%
8,952
298
$209K 0.02%
+2,600
299
$208K 0.02%
8,125
300
$203K 0.02%
+2,979
9 10 11
12
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