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
$899M
AUM Growth
-$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.93M
3
+$2.18M
4
AZO icon
AutoZone
AZO
+$1.34M
5
SHEL icon
Shell
SHEL
+$1.33M

Top Sells

1
+$3.56M
2
+$3.14M
3
+$2.32M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.22M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.8M

Sector Composition

1 Healthcare 16.98%
2 Technology 16.63%
3 Financials 11.27%
4 Consumer Discretionary 9.27%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.09M 0.23%
7,805
+140
102
$2.08M 0.23%
10,016
+90
103
$2M 0.22%
11,147
+1,268
104
$1.99M 0.22%
54,122
-1,936
105
$1.98M 0.22%
21,486
+100
106
$1.93M 0.21%
27,117
-196
107
$1.9M 0.21%
37,878
+1,135
108
$1.83M 0.2%
42,616
+1,130
109
$1.74M 0.19%
9,287
-343
110
$1.71M 0.19%
34,267
+26,760
111
$1.67M 0.19%
10,428
-30
112
$1.67M 0.19%
23,481
+1,251
113
$1.65M 0.18%
46,519
-294
114
$1.61M 0.18%
17,524
115
$1.61M 0.18%
32,740
-767
116
$1.61M 0.18%
52,989
+15,890
117
$1.59M 0.18%
71,147
-7,856
118
$1.53M 0.17%
2,781
+378
119
$1.5M 0.17%
8,307
+10
120
$1.43M 0.16%
8,760
+955
121
$1.42M 0.16%
5,790
-83
122
$1.41M 0.16%
28,197
-16,676
123
$1.37M 0.15%
34,269
+14
124
$1.36M 0.15%
21,385
-459
125
$1.34M 0.15%
+628
3 4
5
6 7