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
$1.21B
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.06M
3
+$790K
4
ETN icon
Eaton
ETN
+$779K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$775K

Top Sells

1
+$12.4M
2
+$3.65M
3
+$2.95M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.32M
5
BLK icon
Blackrock
BLK
+$2.28M

Sector Composition

1 Technology 21.43%
2 Healthcare 12.74%
3 Financials 9.26%
4 Consumer Discretionary 8.53%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.62M 0.47%
57,924
-23,921
52
$5.49M 0.45%
49,095
+10
53
$5.47M 0.45%
107,763
-5,339
54
$5.45M 0.45%
16,818
-459
55
$5.37M 0.44%
24,306
-38
56
$5.28M 0.44%
37,776
-441
57
$5.26M 0.44%
19,233
+811
58
$5.17M 0.43%
30,169
+528
59
$5.13M 0.42%
136,475
-1,290
60
$5.04M 0.42%
10,184
-871
61
$4.95M 0.41%
47,312
-31
62
$4.92M 0.41%
14,859
+2,351
63
$4.91M 0.41%
30,306
-2,187
64
$4.86M 0.4%
62,648
-635
65
$4.82M 0.4%
10,107
-4
66
$4.78M 0.4%
5,392
+746
67
$4.62M 0.38%
22,411
+1,384
68
$4.62M 0.38%
31,345
-689
69
$4.5M 0.37%
78,428
+204
70
$4.47M 0.37%
33,339
-3,674
71
$4.34M 0.36%
4,858
+326
72
$4.25M 0.35%
22,533
+25
73
$4.25M 0.35%
64,385
+1,341
74
$4.14M 0.34%
12,965
-633
75
$4.01M 0.33%
3,856
+184
1 2
3
4 5