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
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.62M
3
+$1.68M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.64M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1M

Top Sells

1
+$3.34M
2
+$2.68M
3
+$2.32M
4
NKE icon
Nike
NKE
+$2.28M
5
GE icon
GE Aerospace
GE
+$1.8M

Sector Composition

1 Technology 22.85%
2 Healthcare 12.19%
3 Financials 9.01%
4 Consumer Discretionary 8.47%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.43M 0.21%
47,836
+5,640
102
$2.35M 0.2%
9,721
+1,611
103
$2.35M 0.2%
7,735
+1,667
104
$2.35M 0.2%
10,996
-568
105
$2.28M 0.2%
2,899
+44
106
$2.27M 0.2%
9,729
-176
107
$2.26M 0.19%
11,500
-13,635
108
$2.26M 0.19%
23,459
+57
109
$2.21M 0.19%
8,850
+110
110
$2.19M 0.19%
738
+17
111
$2.18M 0.19%
15,757
112
$2.16M 0.19%
42,241
+349
113
$2.08M 0.18%
34,998
-6,316
114
$2.04M 0.18%
97,578
-1,467
115
$2M 0.17%
20,561
+38
116
$1.99M 0.17%
25,754
-513
117
$1.98M 0.17%
9,003
+15
118
$1.96M 0.17%
30,923
+12
119
$1.95M 0.17%
61,942
-630
120
$1.94M 0.17%
20,855
121
$1.94M 0.17%
69,243
+4,649
122
$1.93M 0.17%
13,650
+351
123
$1.89M 0.16%
33,120
+3,818
124
$1.85M 0.16%
86,154
+1,242
125
$1.82M 0.16%
19,027
+594
3 4
5
6 7