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
$1.21B
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.06M
3
+$790K
4
ETN icon
Eaton
ETN
+$779K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$775K

Top Sells

1
+$12.4M
2
+$3.65M
3
+$2.95M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.32M
5
BLK icon
Blackrock
BLK
+$2.28M

Sector Composition

1 Technology 21.43%
2 Healthcare 12.74%
3 Financials 9.26%
4 Consumer Discretionary 8.53%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.41M 0.2%
8,913
-90
102
$2.36M 0.2%
9,277
-444
103
$2.36M 0.2%
15,757
104
$2.33M 0.19%
9,675
-54
105
$2.33M 0.19%
8,850
106
$2.32M 0.19%
37,078
+3,958
107
$2.3M 0.19%
731
-7
108
$2.26M 0.19%
8,850
-930
109
$2.18M 0.18%
9,869
-1,631
110
$2.17M 0.18%
19,432
+405
111
$2.16M 0.18%
41,073
-1,168
112
$2.16M 0.18%
97,227
-351
113
$2.16M 0.18%
10,381
-615
114
$2.14M 0.18%
20,523
-38
115
$2.06M 0.17%
18,243
+1,293
116
$2.05M 0.17%
4,151
+211
117
$2.05M 0.17%
90,579
+4,425
118
$2.03M 0.17%
25,536
-218
119
$2.01M 0.17%
56,262
-5,680
120
$2M 0.17%
86,488
-6,866
121
$1.98M 0.16%
20,855
122
$1.96M 0.16%
34,714
-284
123
$1.95M 0.16%
7,459
+110
124
$1.94M 0.16%
19,414
+299
125
$1.94M 0.16%
30,936
+13
3 4
5
6 7