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
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.62M
3
+$1.68M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.64M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1M

Top Sells

1
+$3.34M
2
+$2.68M
3
+$2.32M
4
NKE icon
Nike
NKE
+$2.28M
5
GE icon
GE Aerospace
GE
+$1.8M

Sector Composition

1 Technology 22.85%
2 Healthcare 12.19%
3 Financials 9.01%
4 Consumer Discretionary 8.47%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.4M 0.9%
73,764
-684
27
$10.1M 0.87%
22,759
-104
28
$9.95M 0.86%
107,495
+85
29
$9.92M 0.85%
147,254
-4,796
30
$9.82M 0.85%
17,951
+416
31
$9.08M 0.78%
82,479
-227
32
$8.94M 0.77%
344,799
+9,759
33
$8.87M 0.76%
34,794
-189
34
$8.43M 0.73%
41,671
+2,439
35
$8.28M 0.71%
36,598
-474
36
$8.26M 0.71%
312,008
-7,600
37
$8.05M 0.69%
79,958
-1,941
38
$7.68M 0.66%
15,363
+143
39
$7.66M 0.66%
26,091
-3,957
40
$7.35M 0.63%
18,139
-153
41
$7.16M 0.62%
101,049
+1,414
42
$7.09M 0.61%
81,845
-17,847
43
$6.96M 0.6%
13,810
+23
44
$6.69M 0.58%
92,054
+1,134
45
$6.33M 0.54%
34,769
+159
46
$6.23M 0.54%
35,852
+3,403
47
$6.09M 0.52%
36,902
-1,565
48
$5.96M 0.51%
35,160
+1,264
49
$5.95M 0.51%
87,946
+567
50
$5.73M 0.49%
33,420
-1,181
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