YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.18M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.47M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$7.58M
2
+$5.32M
3
+$3.36M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.84M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.62M

Sector Composition

1 Technology 16.38%
2 Healthcare 14.78%
3 Financials 11.91%
4 Communication Services 10.43%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.09M 0.35%
80,655
-1,825
77
$4.07M 0.35%
10,313
+46
78
$4.02M 0.35%
69,212
-1,239
79
$3.95M 0.34%
24,074
+137
80
$3.87M 0.33%
180,545
+4,006
81
$3.85M 0.33%
50,987
-4,265
82
$3.78M 0.33%
170,848
-26,283
83
$3.77M 0.33%
152,418
+3,642
84
$3.76M 0.32%
53,993
-271
85
$3.74M 0.32%
18,791
+478
86
$3.73M 0.32%
16,616
+151
87
$3.72M 0.32%
28,152
88
$3.71M 0.32%
34,415
+1,655
89
$3.69M 0.32%
85,758
-3,733
90
$3.61M 0.31%
9,687
-50
91
$3.47M 0.3%
11,826
-207
92
$3.43M 0.3%
43,573
-1,001
93
$3.31M 0.29%
19,157
94
$3.26M 0.28%
19,917
+931
95
$3.21M 0.28%
165,830
+10,828
96
$3.19M 0.28%
73,499
97
$3.14M 0.27%
62,309
+623
98
$3.1M 0.27%
120,122
-70
99
$3.05M 0.26%
24,324
+3,265
100
$3.04M 0.26%
28,337
-6,877
2 3
4
5 6