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
$1.21B
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.06M
3
+$790K
4
ETN icon
Eaton
ETN
+$779K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$775K

Top Sells

1
+$12.4M
2
+$3.65M
3
+$2.95M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.32M
5
BLK icon
Blackrock
BLK
+$2.28M

Sector Composition

1 Technology 21.43%
2 Healthcare 12.74%
3 Financials 9.26%
4 Consumer Discretionary 8.53%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.98M 0.33%
16,011
77
$3.95M 0.33%
55,680
-2,310
78
$3.88M 0.32%
15,945
-15
79
$3.83M 0.32%
32,634
-117
80
$3.74M 0.31%
46,443
-145
81
$3.64M 0.3%
41,129
-3,309
82
$3.48M 0.29%
21,404
+423
83
$3.46M 0.29%
27,369
-518
84
$3.41M 0.28%
46,290
+126
85
$3.4M 0.28%
6,956
+61
86
$3.32M 0.28%
55,875
-2,928
87
$3.28M 0.27%
79,133
+4,651
88
$3.28M 0.27%
11,573
-876
89
$3.21M 0.27%
63,042
+15,206
90
$3.2M 0.27%
76,608
-443
91
$3.2M 0.26%
38,830
-2,952
92
$3.04M 0.25%
36,656
+1,204
93
$3M 0.25%
8,500
+765
94
$2.95M 0.24%
71,469
-75
95
$2.95M 0.24%
5,670
-415
96
$2.93M 0.24%
14,185
-1,676
97
$2.91M 0.24%
30,256
-1,543
98
$2.76M 0.23%
11,592
+711
99
$2.62M 0.22%
11,353
100
$2.43M 0.2%
23,417
-42
2 3
4
5 6