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
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.62M
3
+$1.68M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.64M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1M

Top Sells

1
+$3.34M
2
+$2.68M
3
+$2.32M
4
NKE icon
Nike
NKE
+$2.28M
5
GE icon
GE Aerospace
GE
+$1.8M

Sector Composition

1 Technology 22.85%
2 Healthcare 12.19%
3 Financials 9.01%
4 Consumer Discretionary 8.47%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.7M 0.32%
21,027
+2,116
77
$3.65M 0.31%
36,194
+16,280
78
$3.58M 0.31%
22,508
-11,334
79
$3.57M 0.31%
4,532
+311
80
$3.43M 0.3%
15,960
-16
81
$3.39M 0.29%
15,861
-10,880
82
$3.35M 0.29%
44,438
-30,231
83
$3.33M 0.29%
12,449
+160
84
$3.31M 0.29%
3,672
+492
85
$3.3M 0.28%
6,895
+174
86
$3.3M 0.28%
6,085
+8
87
$3.28M 0.28%
58,803
-684
88
$3.23M 0.28%
20,981
-128
89
$3.16M 0.27%
31,799
-1,862
90
$3.13M 0.27%
27,887
-1,246
91
$3.11M 0.27%
27,650
-1,775
92
$3.02M 0.26%
46,164
+1,386
93
$3.02M 0.26%
77,051
+27
94
$2.96M 0.26%
41,782
-2,429
95
$2.94M 0.25%
46,588
-40
96
$2.91M 0.25%
74,482
+3,951
97
$2.84M 0.24%
35,452
+1,206
98
$2.7M 0.23%
71,544
-961
99
$2.48M 0.21%
11,353
+66
100
$2.44M 0.21%
10,881
-23
2 3
4
5 6