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
$899M
AUM Growth
-$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.93M
3
+$2.18M
4
AZO icon
AutoZone
AZO
+$1.34M
5
SHEL icon
Shell
SHEL
+$1.33M

Top Sells

1
+$3.56M
2
+$3.14M
3
+$2.32M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.22M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.8M

Sector Composition

1 Healthcare 16.98%
2 Technology 16.63%
3 Financials 11.27%
4 Consumer Discretionary 9.27%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.34M 0.15%
22,800
+80
127
$1.3M 0.14%
29,962
+91
128
$1.29M 0.14%
20,407
-514
129
$1.25M 0.14%
3,687
130
$1.23M 0.14%
25,130
-4,600
131
$1.19M 0.13%
15,783
132
$1.15M 0.13%
27,248
133
$1.15M 0.13%
15,620
-2,968
134
$1.11M 0.12%
5,181
+4,236
135
$1.11M 0.12%
32,878
+126
136
$1.08M 0.12%
7,493
+62
137
$1.06M 0.12%
3,724
+125
138
$1.04M 0.12%
12,090
+32
139
$1.04M 0.12%
4,586
-55
140
$1.02M 0.11%
12,659
+845
141
$994K 0.11%
4,797
+93
142
$959K 0.11%
7,112
-100
143
$956K 0.11%
17,057
+25
144
$943K 0.1%
11,190
-471
145
$938K 0.1%
6,942
+75
146
$918K 0.1%
3,026
147
$916K 0.1%
9,508
-737
148
$904K 0.1%
64,047
+6,984
149
$877K 0.1%
+7,342
150
$841K 0.09%
8,214
+1,580
4 5
6
7 8