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
26
$11.9M 1.03%
28,641
+30
27
$11.1M 0.96%
100,163
-3,100
28
$11M 0.95%
67,961
+1,029
29
$10.9M 0.94%
26,131
+138
30
$10.6M 0.92%
44,317
-1,324
31
$10.5M 0.91%
91,692
+43,397
32
$10.5M 0.91%
162,820
+1,170
33
$9.68M 0.84%
29,510
-624
34
$9.6M 0.83%
108,096
+1,396
35
$9.3M 0.81%
114,900
-1,034
36
$9M 0.78%
40,422
+467
37
$9M 0.78%
38,617
-106
38
$8.85M 0.77%
34,750
+523
39
$8.36M 0.72%
30,852
+693
40
$8.15M 0.71%
116,572
-585
41
$7.96M 0.69%
100,884
-2,108
42
$7.65M 0.66%
109,341
+1,320
43
$7.42M 0.64%
31,957
+209
44
$7.13M 0.62%
20,832
-1,191
45
$7.04M 0.61%
92,736
+2,120
46
$6.98M 0.6%
31,052
-432
47
$6.92M 0.6%
393,784
+17,128
48
$6.84M 0.59%
127,675
+61,595
49
$6.55M 0.57%
83,747
-7,321
50
$6.52M 0.56%
119,553
-77
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