YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.18M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.47M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$7.58M
2
+$5.32M
3
+$3.36M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.84M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.62M

Sector Composition

1 Technology 16.38%
2 Healthcare 14.78%
3 Financials 11.91%
4 Communication Services 10.43%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.36M 0.55%
90,046
-775
52
$6.29M 0.54%
115,117
+39,878
53
$6.2M 0.53%
10,157
+157
54
$6.05M 0.52%
73,465
+5,378
55
$5.99M 0.52%
23,113
-236
56
$5.94M 0.51%
30,694
+525
57
$5.71M 0.49%
40,838
-205
58
$5.37M 0.46%
83,656
-916
59
$5.13M 0.44%
110,604
-473
60
$5.11M 0.44%
34,533
61
$5M 0.43%
85,295
+1,498
62
$5M 0.43%
199,868
+11,900
63
$4.98M 0.43%
43,998
+438
64
$4.89M 0.42%
25,169
+641
65
$4.84M 0.42%
223,560
-349,931
66
$4.73M 0.41%
38,659
-129
67
$4.7M 0.41%
66,923
-1,263
68
$4.63M 0.4%
181,365
+10,383
69
$4.59M 0.4%
146,744
+16,204
70
$4.44M 0.38%
36,462
-37
71
$4.28M 0.37%
37,304
-29,289
72
$4.26M 0.37%
51,549
-1,346
73
$4.23M 0.36%
36,400
+21,200
74
$4.19M 0.36%
70,423
+1,286
75
$4.14M 0.36%
32,994
+534
1 2
3
4 5