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
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.62M
3
+$1.68M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.64M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1M

Top Sells

1
+$3.34M
2
+$2.68M
3
+$2.32M
4
NKE icon
Nike
NKE
+$2.28M
5
GE icon
GE Aerospace
GE
+$1.8M

Sector Composition

1 Technology 22.85%
2 Healthcare 12.19%
3 Financials 9.01%
4 Consumer Discretionary 8.47%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.71M 0.49%
113,102
+17,769
52
$5.17M 0.44%
29,641
+636
53
$5.12M 0.44%
29,561
-1,583
54
$5.06M 0.44%
38,217
-218
55
$5.01M 0.43%
32,034
+807
56
$5M 0.43%
11,055
-1,186
57
$4.94M 0.43%
24,344
+30
58
$4.91M 0.42%
47,343
-299
59
$4.83M 0.42%
137,765
-254
60
$4.78M 0.41%
17,277
+78
61
$4.75M 0.41%
32,493
-22,852
62
$4.74M 0.41%
47,264
-621
63
$4.74M 0.41%
18,422
+1,132
64
$4.55M 0.39%
63,044
+292
65
$4.44M 0.38%
10,111
-67
66
$4.39M 0.38%
37,013
-2,759
67
$4.38M 0.38%
49,085
+7
68
$4.21M 0.36%
4,646
+4,015
69
$4.19M 0.36%
78,224
+1,143
70
$4.02M 0.35%
13,598
-439
71
$3.92M 0.34%
12,508
+8,356
72
$3.91M 0.34%
57,990
-2,200
73
$3.87M 0.33%
16,011
-1,202
74
$3.81M 0.33%
63,283
+668
75
$3.77M 0.32%
32,751
+1,836
1 2
3
4 5