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
$1.26B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.99M
3
+$1.69M
4
V icon
Visa
V
+$1.21M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$920K

Top Sells

1
+$2.33M
2
+$2.16M
3
+$2.06M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.93M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.83M

Sector Composition

1 Technology 17.65%
2 Healthcare 15.42%
3 Financials 10.92%
4 Consumer Discretionary 9.81%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.39M 0.35%
28,150
-2
77
$4.17M 0.33%
48,871
-2,116
78
$4.1M 0.32%
23,983
-91
79
$4.05M 0.32%
88,864
+48,465
80
$4.05M 0.32%
72,145
+1,722
81
$4M 0.32%
36,597
+135
82
$4M 0.32%
11,532
-294
83
$3.9M 0.31%
81,393
-29,211
84
$3.88M 0.31%
71,953
-43,164
85
$3.81M 0.3%
179,983
-562
86
$3.79M 0.3%
118,362
-1,760
87
$3.74M 0.3%
44,433
+860
88
$3.71M 0.29%
17,011
+395
89
$3.63M 0.29%
54,586
+593
90
$3.4M 0.27%
174,742
+8,912
91
$3.39M 0.27%
67,935
-1,277
92
$3.25M 0.26%
20,551
+634
93
$3.24M 0.26%
48,868
+965
94
$3.22M 0.26%
8,100
-191
95
$3.19M 0.25%
169,584
+14,916
96
$3.18M 0.25%
65,853
+3,783
97
$3.12M 0.25%
58,046
+304
98
$3.08M 0.24%
19,136
-21
99
$3M 0.24%
27,385
+745
100
$3M 0.24%
12,698
-48
2 3
4
5 6