YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
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
26
$11.1M 0.95%
101,267
+1,255
27
$10.8M 0.93%
66,997
-1,222
28
$10.3M 0.89%
29,334
+29
29
$10.2M 0.88%
48,174
+746
30
$10.2M 0.88%
30,756
-129
31
$9.38M 0.81%
38,887
+299
32
$9.23M 0.8%
162,180
+1,410
33
$9.04M 0.78%
115,130
+315
34
$8.71M 0.75%
99,976
-910
35
$8.64M 0.75%
116,933
+224
36
$8.58M 0.74%
105,860
-2,982
37
$8.36M 0.72%
85,927
38
$8.28M 0.71%
34,514
-352
39
$8.13M 0.7%
41,476
+1,049
40
$7.85M 0.68%
92,462
+164
41
$7.54M 0.65%
407,512
+12,688
42
$7.33M 0.63%
111,108
+901
43
$7.21M 0.62%
324,959
-239,638
44
$6.98M 0.6%
32,873
+701
45
$6.88M 0.59%
79,996
-3,091
46
$6.86M 0.59%
187,218
-746
47
$6.72M 0.58%
30,731
+216
48
$6.72M 0.58%
59,763
-460
49
$6.61M 0.57%
17,495
50
$6.54M 0.56%
15,190
+193
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