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
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.3M
3
+$2.41M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.16M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.97M

Top Sells

1
+$2.49M
2
+$2.08M
3
+$1.62M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.1M
5
WAB icon
Wabtec
WAB
+$1.06M

Sector Composition

1 Technology 15.94%
2 Healthcare 13.77%
3 Financials 11.83%
4 Consumer Discretionary 9.71%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.95M 0.17%
5,910
127
$1.94M 0.17%
16,376
-1,021
128
$1.91M 0.17%
29,526
-5,053
129
$1.85M 0.16%
9,013
-25
130
$1.8M 0.16%
41,133
+185
131
$1.8M 0.16%
8,024
+1,578
132
$1.8M 0.16%
16,699
-770
133
$1.79M 0.15%
35,600
+15,300
134
$1.73M 0.15%
2,135
+16
135
$1.72M 0.15%
34,485
-13,110
136
$1.69M 0.15%
20,289
-1,191
137
$1.68M 0.15%
27,664
+1,434
138
$1.67M 0.14%
10,061
+229
139
$1.64M 0.14%
20,024
140
$1.64M 0.14%
31,825
-5,795
141
$1.62M 0.14%
21,445
-3,388
142
$1.57M 0.14%
20,845
+600
143
$1.53M 0.13%
19,310
+417
144
$1.53M 0.13%
11,305
-414
145
$1.47M 0.13%
24,431
-1,664
146
$1.46M 0.13%
+6,052
147
$1.44M 0.12%
20,365
-617
148
$1.41M 0.12%
37,986
+2,266
149
$1.4M 0.12%
25,815
-500
150
$1.4M 0.12%
6,434
+325
4 5
6
7 8