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
$899M
AUM Growth
-$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.93M
3
+$2.18M
4
AZO icon
AutoZone
AZO
+$1.34M
5
SHEL icon
Shell
SHEL
+$1.33M

Top Sells

1
+$3.56M
2
+$3.14M
3
+$2.32M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.22M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.8M

Sector Composition

1 Healthcare 16.98%
2 Technology 16.63%
3 Financials 11.27%
4 Consumer Discretionary 9.27%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.09M 0.34%
163,578
-20,454
77
$3.09M 0.34%
11,452
+5
78
$3.08M 0.34%
65,032
-2,140
79
$3.07M 0.34%
79,603
-127
80
$3.02M 0.34%
25,022
81
$3.01M 0.33%
74,583
+1,235
82
$2.94M 0.33%
70,459
-1,444
83
$2.91M 0.32%
72,376
+9,609
84
$2.89M 0.32%
237,870
-4,250
85
$2.88M 0.32%
41,065
-580
86
$2.87M 0.32%
19,966
+1,321
87
$2.86M 0.32%
35,630
+228
88
$2.83M 0.31%
32,380
+367
89
$2.79M 0.31%
49,695
+49
90
$2.71M 0.3%
11,293
-134
91
$2.63M 0.29%
50,035
+780
92
$2.38M 0.26%
43,311
+1,566
93
$2.33M 0.26%
22,653
-17,545
94
$2.33M 0.26%
56,191
+72
95
$2.29M 0.25%
21,916
+195
96
$2.19M 0.24%
29,524
-1,361
97
$2.17M 0.24%
94,302
-350
98
$2.14M 0.24%
152,922
-22,683
99
$2.14M 0.24%
152,078
-21,142
100
$2.12M 0.24%
26,257
-1,412
2 3
4
5 6