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
$1.26B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.99M
3
+$1.69M
4
V icon
Visa
V
+$1.21M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$920K

Top Sells

1
+$2.33M
2
+$2.16M
3
+$2.06M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.93M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.83M

Sector Composition

1 Technology 17.65%
2 Healthcare 15.42%
3 Financials 10.92%
4 Consumer Discretionary 9.81%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.86M 0.54%
30,821
+90
52
$6.7M 0.53%
40,970
+132
53
$6.69M 0.53%
17,495
54
$6.39M 0.51%
26,178
+1,009
55
$6.12M 0.49%
101,580
+10
56
$6.11M 0.48%
75,139
+1,674
57
$5.87M 0.47%
268,172
-56,787
58
$5.79M 0.46%
44,667
+669
59
$5.7M 0.45%
34,481
-52
60
$5.61M 0.44%
33,299
+305
61
$5.49M 0.43%
39,500
+841
62
$5.42M 0.43%
211,648
+11,780
63
$5.37M 0.43%
52,361
+812
64
$5.09M 0.4%
189,972
+8,607
65
$5.04M 0.4%
86,117
+822
66
$4.95M 0.39%
83,887
-1,871
67
$4.88M 0.39%
82,945
-711
68
$4.8M 0.38%
95,083
+14,428
69
$4.78M 0.38%
35,309
+894
70
$4.75M 0.38%
150,944
+4,200
71
$4.69M 0.37%
10,753
+440
72
$4.69M 0.37%
18,888
+97
73
$4.58M 0.36%
169,830
+17,412
74
$4.49M 0.36%
9,687
75
$4.4M 0.35%
72,873
+5,950
1 2
3
4 5