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
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.18M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.47M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$7.58M
2
+$5.32M
3
+$3.36M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.84M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.62M

Sector Composition

1 Technology 16.38%
2 Healthcare 14.78%
3 Financials 11.91%
4 Communication Services 10.43%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.89M 0.16%
18,616
-1,049
127
$1.88M 0.16%
86,054
-31,947
128
$1.86M 0.16%
+40,399
129
$1.86M 0.16%
21,579
+1,348
130
$1.79M 0.15%
16,206
-130
131
$1.76M 0.15%
13,812
-451
132
$1.72M 0.15%
33,580
+575
133
$1.71M 0.15%
8,261
+212
134
$1.7M 0.15%
20,705
+267
135
$1.69M 0.15%
11,325
-150
136
$1.65M 0.14%
76,624
-75,134
137
$1.65M 0.14%
22,177
+1,267
138
$1.6M 0.14%
6,892
-109
139
$1.59M 0.14%
9,068
+55
140
$1.59M 0.14%
20,024
141
$1.59M 0.14%
7,141
+11
142
$1.57M 0.14%
20,985
+140
143
$1.57M 0.14%
20,130
+578
144
$1.56M 0.13%
29,270
+604
145
$1.5M 0.13%
41,514
+1,177
146
$1.5M 0.13%
29,710
-23,000
147
$1.48M 0.13%
10,110
+47
148
$1.47M 0.13%
+37,866
149
$1.45M 0.13%
23,841
+799
150
$1.44M 0.12%
15,365
+617
4 5
6
7 8