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
$899M
AUM Growth
-$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.93M
3
+$2.18M
4
AZO icon
AutoZone
AZO
+$1.34M
5
SHEL icon
Shell
SHEL
+$1.33M

Top Sells

1
+$3.56M
2
+$3.14M
3
+$2.32M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.22M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.8M

Sector Composition

1 Healthcare 16.98%
2 Technology 16.63%
3 Financials 11.27%
4 Consumer Discretionary 9.27%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.55M 0.95%
386,241
+27,480
27
$8.23M 0.92%
23,046
+158
28
$8.01M 0.89%
41,117
+841
29
$7.83M 0.87%
82,069
+133
30
$7.29M 0.81%
87,755
-690
31
$7.03M 0.78%
503,888
+7,788
32
$6.9M 0.77%
25,540
-281
33
$6.89M 0.77%
137,407
-62,596
34
$6.81M 0.76%
117,748
+296
35
$6.81M 0.76%
95,548
-142
36
$6.72M 0.75%
82,119
+560
37
$6.5M 0.72%
75,495
-1,357
38
$6.49M 0.72%
29,106
-590
39
$6.45M 0.72%
81,666
-2,428
40
$6.36M 0.71%
216,982
-3,317
41
$6.15M 0.68%
54,816
-2,146
42
$6.03M 0.67%
96,995
-1,690
43
$5.97M 0.66%
16,657
+458
44
$5.57M 0.62%
91,212
-479
45
$5.57M 0.62%
33,353
+398
46
$5.51M 0.61%
29,373
+31
47
$5.48M 0.61%
163,726
-2,278
48
$5.42M 0.6%
148,080
+1,010
49
$5.24M 0.58%
39,044
+501
50
$5.09M 0.57%
40,314
-198
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