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
$1.26B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.99M
3
+$1.69M
4
V icon
Visa
V
+$1.21M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$920K

Top Sells

1
+$2.33M
2
+$2.16M
3
+$2.06M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.93M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.83M

Sector Composition

1 Technology 17.65%
2 Healthcare 15.42%
3 Financials 10.92%
4 Consumer Discretionary 9.81%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.95M 0.23%
28,537
+4,213
102
$2.89M 0.23%
59,186
-3,123
103
$2.82M 0.22%
129,345
-41,503
104
$2.75M 0.22%
47,075
+1,802
105
$2.74M 0.22%
127,718
-95,842
106
$2.72M 0.22%
53,190
+12,780
107
$2.61M 0.21%
18,019
108
$2.55M 0.2%
35,179
+4,691
109
$2.53M 0.2%
9,802
+45
110
$2.44M 0.19%
3,713
+256
111
$2.41M 0.19%
47,995
+18,285
112
$2.4M 0.19%
20,668
-15,732
113
$2.4M 0.19%
44,231
+1,622
114
$2.38M 0.19%
73,499
115
$2.36M 0.19%
43,055
-5,770
116
$2.34M 0.19%
78,946
+3,635
117
$2.32M 0.18%
20,362
-16,942
118
$2.29M 0.18%
36,114
+254
119
$2.27M 0.18%
21,154
+18,559
120
$2.21M 0.18%
23,348
-4,989
121
$2.2M 0.17%
37,541
-237
122
$2.12M 0.17%
5,906
-4
123
$2.11M 0.17%
18,006
-610
124
$2.11M 0.17%
9,874
+204
125
$2.1M 0.17%
8,697
+1,556
3 4
5
6 7