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
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.3M
3
+$2.41M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.16M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.97M

Top Sells

1
+$2.49M
2
+$2.08M
3
+$1.62M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.1M
5
WAB icon
Wabtec
WAB
+$1.06M

Sector Composition

1 Technology 15.94%
2 Healthcare 13.77%
3 Financials 11.83%
4 Consumer Discretionary 9.71%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.08M 0.35%
24,310
-324
77
$3.98M 0.34%
23,937
-870
78
$3.94M 0.34%
68,119
+2,191
79
$3.89M 0.34%
10,148
+45
80
$3.83M 0.33%
42,971
+2,520
81
$3.82M 0.33%
45,498
+15,266
82
$3.74M 0.32%
172,534
+61,543
83
$3.65M 0.32%
164,486
+38,492
84
$3.63M 0.31%
144,984
+3,642
85
$3.63M 0.31%
32,204
+970
86
$3.6M 0.31%
28,152
-1,851
87
$3.54M 0.31%
91,803
-4,784
88
$3.51M 0.3%
12,094
-430
89
$3.5M 0.3%
53,964
+856
90
$3.39M 0.29%
31,439
+8,326
91
$3.39M 0.29%
62,362
-4,007
92
$3.31M 0.29%
60,550
-3,230
93
$3.3M 0.29%
60,329
+39,405
94
$3.19M 0.28%
8,503
-495
95
$3.09M 0.27%
56,049
+5,335
96
$3.08M 0.27%
17,565
-451
97
$3.05M 0.26%
120,592
-650
98
$3.04M 0.26%
24,558
-749
99
$2.98M 0.26%
19,157
+3,590
100
$2.94M 0.25%
50,112
-3,407
2 3
4
5 6