YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.18M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.47M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$7.58M
2
+$5.32M
3
+$3.36M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.84M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.62M

Sector Composition

1 Technology 16.38%
2 Healthcare 14.78%
3 Financials 11.91%
4 Communication Services 10.43%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.02M 0.26%
26,640
+2,622
102
$2.97M 0.26%
8,291
-166
103
$2.92M 0.25%
18,019
104
$2.88M 0.25%
62,070
+2,529
105
$2.79M 0.24%
47,903
-933
106
$2.7M 0.23%
12,746
-98
107
$2.68M 0.23%
154,668
+17,964
108
$2.67M 0.23%
48,825
-6,773
109
$2.66M 0.23%
57,742
-44
110
$2.36M 0.2%
45,273
+403
111
$2.3M 0.2%
3,457
+115
112
$2.29M 0.2%
75,311
+5,622
113
$2.29M 0.2%
3,142
+12
114
$2.21M 0.19%
42,609
+944
115
$2.15M 0.19%
40,393
-49,197
116
$2.13M 0.18%
9,670
+160
117
$2.13M 0.18%
36,170
-2,642
118
$2.06M 0.18%
40,410
+4,035
119
$1.99M 0.17%
37,778
120
$1.98M 0.17%
9,757
-739
121
$1.96M 0.17%
33,036
-1,966
122
$1.95M 0.17%
35,860
-2,014
123
$1.95M 0.17%
30,488
+1,708
124
$1.92M 0.17%
5,910
125
$1.91M 0.16%
2,271
+112
3 4
5
6 7