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
$937M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.7M
3
+$1.64M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.21M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.14M

Top Sells

1
+$3.66M
2
+$2.56M
3
+$2.14M
4
NFLX icon
Netflix
NFLX
+$2.08M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.08M

Sector Composition

1 Healthcare 17.18%
2 Technology 15.92%
3 Financials 11.56%
4 Consumer Discretionary 9.03%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.23M 0.56%
107,978
-3,684
52
$5.06M 0.54%
39,536
-235
53
$5.05M 0.54%
70,930
-4,565
54
$4.81M 0.51%
95,994
-41,413
55
$4.79M 0.51%
13,621
+114
56
$4.73M 0.5%
76,707
+26,672
57
$4.54M 0.48%
26,997
+11
58
$4.25M 0.45%
17,557
-207
59
$4.24M 0.45%
25,018
-45
60
$4.21M 0.45%
52,255
-318
61
$4.15M 0.44%
17,642
+119
62
$4.14M 0.44%
19,103
-378
63
$4.13M 0.44%
87,342
-861
64
$4.08M 0.44%
79,621
-868
65
$4.04M 0.43%
27,598
-1,360
66
$4.02M 0.43%
77,049
-2,554
67
$3.96M 0.42%
35,155
+287
68
$3.94M 0.42%
26,438
-4,498
69
$3.93M 0.42%
112,282
-104,700
70
$3.73M 0.4%
11,443
-9
71
$3.64M 0.39%
20,301
+335
72
$3.61M 0.39%
50,244
+549
73
$3.6M 0.38%
71,212
-10,853
74
$3.6M 0.38%
32,612
+232
75
$3.56M 0.38%
162,792
+2,331
1 2
3
4 5