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
$937M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.7M
3
+$1.64M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.21M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.14M

Top Sells

1
+$3.66M
2
+$2.56M
3
+$2.14M
4
NFLX icon
Netflix
NFLX
+$2.08M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.08M

Sector Composition

1 Healthcare 17.18%
2 Technology 15.92%
3 Financials 11.56%
4 Consumer Discretionary 9.03%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.2M 0.98%
105,938
-3,636
27
$9.14M 0.97%
109,286
-453
28
$8.99M 0.96%
25,282
-258
29
$8.51M 0.91%
41,107
-10
30
$8.5M 0.91%
86,128
-20,549
31
$8.2M 0.88%
81,283
-836
32
$7.82M 0.83%
94,309
-1,239
33
$7.74M 0.83%
29,163
-210
34
$7.61M 0.81%
95,580
-1,415
35
$7.53M 0.8%
80,853
-1,216
36
$7.25M 0.77%
28,510
-596
37
$7.2M 0.77%
18,736
+2,079
38
$7.14M 0.76%
122,106
+4,358
39
$7.12M 0.76%
87,136
-4,076
40
$7.06M 0.75%
32,949
-404
41
$6.4M 0.68%
75,223
-6,443
42
$6.34M 0.68%
39,256
+212
43
$6.31M 0.67%
54,605
-211
44
$6.25M 0.67%
450,168
-53,720
45
$6.2M 0.66%
162,860
-866
46
$6.19M 0.66%
147,290
-790
47
$6.05M 0.65%
39,950
-364
48
$5.71M 0.61%
16,627
-373
49
$5.63M 0.6%
38,821
+5,818
50
$5.34M 0.57%
30,612
+51
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