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
$1.21B
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.06M
3
+$790K
4
ETN icon
Eaton
ETN
+$779K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$775K

Top Sells

1
+$12.4M
2
+$3.65M
3
+$2.95M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.32M
5
BLK icon
Blackrock
BLK
+$2.28M

Sector Composition

1 Technology 21.43%
2 Healthcare 12.74%
3 Financials 9.26%
4 Consumer Discretionary 8.53%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 0.89%
21,996
-763
27
$10.7M 0.89%
18,577
+626
28
$10.5M 0.87%
34,451
-343
29
$10.3M 0.85%
107,653
+158
30
$9.7M 0.8%
344,181
-618
31
$9.41M 0.78%
80,088
-2,391
32
$9.22M 0.76%
141,432
-5,822
33
$9.1M 0.75%
43,176
+1,505
34
$9.03M 0.75%
26,091
35
$8.94M 0.74%
36,280
-318
36
$8.69M 0.72%
102,797
+1,748
37
$8.54M 0.71%
312,008
38
$8.19M 0.68%
18,211
+72
39
$8.12M 0.67%
15,383
+20
40
$7.91M 0.65%
13,810
41
$7.75M 0.64%
76,927
-3,031
42
$7.29M 0.6%
93,342
+1,288
43
$6.92M 0.57%
85,749
-2,197
44
$6.89M 0.57%
34,966
+197
45
$6.58M 0.55%
33,334
-86
46
$6.54M 0.54%
37,671
+1,819
47
$6.4M 0.53%
36,960
+58
48
$6.28M 0.52%
36,774
+1,614
49
$5.73M 0.47%
47,314
+50
50
$5.65M 0.47%
28,925
-636
1
2
3 4 5