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
$1.26B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.99M
3
+$1.69M
4
V icon
Visa
V
+$1.21M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$920K

Top Sells

1
+$2.33M
2
+$2.16M
3
+$2.06M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.93M
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
26
$11.7M 0.92%
162,080
-100
27
$11.6M 0.92%
67,674
+677
28
$11.3M 0.89%
23,687
-2,342
29
$11.1M 0.88%
30,908
+152
30
$11M 0.87%
48,732
+558
31
$10.7M 0.85%
115,099
-31
32
$10.5M 0.83%
41,819
+343
33
$10.4M 0.83%
38,905
+18
34
$10.1M 0.8%
104,293
-1,567
35
$9.79M 0.78%
117,063
+130
36
$9.77M 0.77%
29,403
+69
37
$9.52M 0.75%
92,320
-142
38
$9.26M 0.73%
452,480
+44,968
39
$8.75M 0.69%
100,352
+376
40
$8.53M 0.68%
112,338
+1,230
41
$8.44M 0.67%
85,936
+9
42
$8.36M 0.66%
34,071
-443
43
$8.16M 0.65%
186,696
-522
44
$8.08M 0.64%
59,205
-558
45
$7.87M 0.62%
23,023
-90
46
$7.4M 0.59%
15,514
+324
47
$7.03M 0.56%
33,720
+847
48
$6.94M 0.55%
120,792
+1,301
49
$6.93M 0.55%
30,336
-358
50
$6.91M 0.55%
80,313
+317
1
2
3 4 5