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
$1.26B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.99M
3
+$1.69M
4
V icon
Visa
V
+$1.21M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$920K

Top Sells

1
+$2.33M
2
+$2.16M
3
+$2.06M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.93M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.83M

Sector Composition

1 Technology 17.65%
2 Healthcare 15.42%
3 Financials 10.92%
4 Consumer Discretionary 9.81%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.09M 0.17%
2,280
+9
127
$2.08M 0.16%
97,076
+20,452
128
$2.06M 0.16%
33,691
-2,479
129
$2.06M 0.16%
8,336
+75
130
$2.03M 0.16%
3,117
-25
131
$2M 0.16%
21,006
-573
132
$1.93M 0.15%
30,911
-2,125
133
$1.92M 0.15%
24,361
+4,231
134
$1.9M 0.15%
16,261
+55
135
$1.88M 0.15%
9,983
+915
136
$1.87M 0.15%
21,486
+781
137
$1.85M 0.15%
47,026
+9,160
138
$1.85M 0.15%
11,094
-231
139
$1.84M 0.15%
35,930
+2,350
140
$1.78M 0.14%
23,910
+1,733
141
$1.77M 0.14%
20,799
+775
142
$1.7M 0.13%
78,762
-7,292
143
$1.69M 0.13%
+33,620
144
$1.67M 0.13%
12,956
-856
145
$1.63M 0.13%
29,665
+2,900
146
$1.61M 0.13%
26,334
+2,493
147
$1.6M 0.13%
6,758
-134
148
$1.59M 0.13%
7,195
+160
149
$1.58M 0.13%
24,194
-237
150
$1.53M 0.12%
21,525
+540
4 5
6
7 8