YIA

YHB Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
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
301
$230K 0.02%
3,327
-125
302
$222K 0.02%
15,914
303
$222K 0.02%
8,952
304
$219K 0.02%
+957
305
$216K 0.02%
+4,530
306
$208K 0.02%
8,125
307
$206K 0.02%
+3,662
308
$203K 0.02%
+1,050
309
$201K 0.02%
+4,236
310
$197K 0.02%
11,105
311
– –
-1,030
312
– –
-13,990
313
– –
-800
314
$0 ﹤0.01%
11,550
315
– –
-1,494
316
– –
-1,803
317
– –
-358
318
– –
-10,698
319
– –
-9,050
320
– –
-6,453
9 10 11 12
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