YIA

YHB Investment Advisors Portfolio holdings

AUM $1.39B
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.26B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$1.99M
3
+$1.7M
4
V icon
Visa
V
+$1.2M
5
UPWK icon
Upwork
UPWK
+$929K

Top Sells

1
+$2.34M
2
+$2.17M
3
+$2.07M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.94M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.83M

Sector Composition

1 Technology 17.65%
2 Healthcare 15.42%
3 Financials 10.92%
4 Consumer Discretionary 9.81%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$269K 0.02%
5,610
277
$264K 0.02%
903
+2
278
$264K 0.02%
2,977
+377
279
$264K 0.02%
1,520
-60
280
$264K 0.02%
5,162
281
$262K 0.02%
1,109
-6
282
$260K 0.02%
3,353
283
$260K 0.02%
2,994
-40
284
$259K 0.02%
1,760
-31
285
$257K 0.02%
2,960
+50
286
$254K 0.02%
9,780
287
$251K 0.02%
11,981
+552
288
$251K 0.02%
859
-4
289
$250K 0.02%
2,500
290
$249K 0.02%
5,295
-45
291
$248K 0.02%
2,722
292
$245K 0.02%
2,584
-292
293
$242K 0.02%
2,979
294
$241K 0.02%
+1,534
295
$241K 0.02%
2,100
296
$241K 0.02%
2,397
-30
297
$237K 0.02%
4,177
-93
298
$236K 0.02%
+1,737
299
$235K 0.02%
+10,340
300
$233K 0.02%
+2,830
9 10 11
12
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