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
$899M
AUM Growth
-$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.93M
3
+$2.18M
4
AZO icon
AutoZone
AZO
+$1.34M
5
SHEL icon
Shell
SHEL
+$1.33M

Top Sells

1
+$3.56M
2
+$3.14M
3
+$2.32M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.22M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.8M

Sector Composition

1 Healthcare 16.98%
2 Technology 16.63%
3 Financials 11.27%
4 Consumer Discretionary 9.27%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.04M 0.56%
30,561
-532
52
$4.98M 0.55%
17,000
53
$4.91M 0.55%
17,523
-247
54
$4.91M 0.55%
111,662
-1,976
55
$4.78M 0.53%
26,986
-608
56
$4.43M 0.49%
13,507
+875
57
$4.33M 0.48%
30,936
-2,270
58
$4.29M 0.48%
28,958
+54
59
$4.24M 0.47%
33,003
+4,148
60
$4.23M 0.47%
39,771
-398
61
$4.14M 0.46%
19,481
-52
62
$4.13M 0.46%
82,065
-13,918
63
$4.07M 0.45%
99,618
-56,802
64
$3.88M 0.43%
25,063
+1,076
65
$3.81M 0.42%
88,203
+19,569
66
$3.76M 0.42%
52,573
-206
67
$3.62M 0.4%
17,764
-17
68
$3.61M 0.4%
82,875
-1,402
69
$3.56M 0.4%
7,847
-5
70
$3.54M 0.39%
34,868
+1,549
71
$3.52M 0.39%
80,489
+938
72
$3.4M 0.38%
41,189
-138
73
$3.31M 0.37%
140,730
-2,880
74
$3.24M 0.36%
160,461
-23,085
75
$3.17M 0.35%
23,365
-26,206
1 2
3
4 5