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
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.3M
3
+$2.41M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.16M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.97M

Top Sells

1
+$2.49M
2
+$2.08M
3
+$1.62M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.1M
5
WAB icon
Wabtec
WAB
+$1.06M

Sector Composition

1 Technology 15.94%
2 Healthcare 13.77%
3 Financials 11.83%
4 Consumer Discretionary 9.71%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.47M 0.56%
188,904
+1,608
52
$6.33M 0.55%
15,112
+225
53
$6.26M 0.54%
296,045
-25,908
54
$6.22M 0.54%
29,965
+227
55
$5.99M 0.52%
136,535
-10,362
56
$5.98M 0.52%
76,095
-3,083
57
$5.9M 0.51%
60,555
+366
58
$5.69M 0.49%
85,292
-8,770
59
$5.58M 0.48%
23,518
+470
60
$5.56M 0.48%
36,456
+1,455
61
$5.53M 0.48%
66,995
-3,115
62
$5.46M 0.47%
39,766
-1,003
63
$5.13M 0.44%
34,546
-6,942
64
$4.94M 0.43%
68,177
-5,641
65
$4.9M 0.42%
34,870
+462
66
$4.74M 0.41%
82,018
-1,550
67
$4.65M 0.4%
52,919
-477
68
$4.6M 0.4%
90,695
-14,420
69
$4.58M 0.4%
38,817
-1,009
70
$4.49M 0.39%
175,620
+18,716
71
$4.45M 0.39%
55,188
+167
72
$4.3M 0.37%
85,140
+17,750
73
$4.3M 0.37%
16,264
+138
74
$4.21M 0.36%
70,106
-1,989
75
$4.16M 0.36%
161,004
+14,106
1 2
3
4 5