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
$937M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.7M
3
+$1.64M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.21M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.14M

Top Sells

1
+$3.66M
2
+$2.56M
3
+$2.14M
4
NFLX icon
Netflix
NFLX
+$2.08M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.08M

Sector Composition

1 Healthcare 17.18%
2 Technology 15.92%
3 Financials 11.56%
4 Consumer Discretionary 9.03%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.03M 0.22%
7,610
-195
102
$1.99M 0.21%
133,182
-19,740
103
$1.94M 0.21%
38,253
+375
104
$1.93M 0.21%
2,728
-53
105
$1.93M 0.21%
26,857
-260
106
$1.88M 0.2%
45,549
-970
107
$1.84M 0.2%
24,227
+746
108
$1.84M 0.2%
9,218
-69
109
$1.83M 0.19%
15,174
-8,191
110
$1.67M 0.18%
33,610
+870
111
$1.66M 0.18%
10,602
+174
112
$1.65M 0.18%
7,502
-805
113
$1.65M 0.18%
21,027
-358
114
$1.64M 0.18%
666
+38
115
$1.62M 0.17%
34,008
-261
116
$1.59M 0.17%
9,120
+360
117
$1.58M 0.17%
16,972
-552
118
$1.56M 0.17%
26,791
-457
119
$1.52M 0.16%
37,086
-62,532
120
$1.49M 0.16%
19,152
-7,105
121
$1.48M 0.16%
32,811
-37,648
122
$1.48M 0.16%
48,571
-4,418
123
$1.44M 0.15%
22,750
-50
124
$1.4M 0.15%
6,652
+1,471
125
$1.39M 0.15%
20,407
3 4
5
6 7