YIA
YHB Investment Advisors Portfolio holdings
AUM
$1.3B
1-Year Return
16.82%
This Quarter Return
-4.03%
1 Year Return
+16.82%
3 Year Return
+76.91%
5 Year Return
+122.82%
10 Year Return
+323.16%
AUM
$899M
AUM Growth
-$49M
(-5.2%)
Cap. Flow
-$5.01M
Cap. Flow
% of AUM
-0.56%
Top 10 Holdings %
Top 10 Hldgs %
30.62%
Holding
292
New
13
Increased
93
Reduced
121
Closed
11
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.04M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.93M |
| 3 |
Ecolab
ECL
|
$2.18M |
| 4 |
AutoZone
AZO
|
$1.35M |
| 5 |
Shell
SHEL
|
$1.33M |
Top Sells
Sector Composition
| 1 | Healthcare | 16.98% |
| 2 | Technology | 16.63% |
| 3 | Financials | 11.27% |
| 4 | Consumer Discretionary | 9.27% |
| 5 | Consumer Staples | 7.47% |
