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
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.3M
3
+$2.41M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.16M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.97M

Top Sells

1
+$2.49M
2
+$2.08M
3
+$1.62M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.1M
5
WAB icon
Wabtec
WAB
+$1.06M

Sector Composition

1 Technology 15.94%
2 Healthcare 13.77%
3 Financials 11.83%
4 Consumer Discretionary 9.71%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.91M 0.25%
49,466
+404
102
$2.88M 0.25%
146,418
+14,726
103
$2.87M 0.25%
8,392
-92
104
$2.85M 0.25%
18,607
-1,262
105
$2.83M 0.25%
132,009
+27,063
106
$2.79M 0.24%
73,499
+11,246
107
$2.76M 0.24%
58,941
+5,496
108
$2.75M 0.24%
12,696
+3,205
109
$2.73M 0.24%
57,696
-185
110
$2.61M 0.23%
20,756
-1,117
111
$2.46M 0.21%
18,019
-936
112
$2.41M 0.21%
45,048
-948
113
$2.32M 0.2%
35,440
-874
114
$2.23M 0.19%
43,580
+10,125
115
$2.21M 0.19%
101,557
+5,516
116
$2.21M 0.19%
38,913
-1,351
117
$2.19M 0.19%
10,501
-90
118
$2.1M 0.18%
65,200
+7,983
119
$2.05M 0.18%
121,050
+11,928
120
$2.03M 0.18%
3,342
-10
121
$2.02M 0.17%
3,130
+16
122
$2.01M 0.17%
19,496
+96
123
$2M 0.17%
9,475
-129
124
$1.99M 0.17%
37,703
-1,593
125
$1.97M 0.17%
+72,504
3 4
5
6 7