YIA

YHB Investment Advisors Portfolio holdings

AUM $1.39B
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$937M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.7M
3
+$1.57M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.16M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.11M

Top Sells

1
+$3.46M
2
+$2.57M
3
+$2.14M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.08M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.03M

Sector Composition

1 Healthcare 17.18%
2 Technology 15.92%
3 Financials 11.56%
4 Consumer Discretionary 9.03%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.39M 0.15%
3,715
+28
127
$1.35M 0.14%
12,142
+52
128
$1.33M 0.14%
88,392
+24,345
129
$1.32M 0.14%
12,708
+49
130
$1.31M 0.14%
29,833
-129
131
$1.31M 0.14%
3,768
+44
132
$1.27M 0.14%
12,195
-10,458
133
$1.21M 0.13%
+37,453
134
$1.18M 0.13%
33,172
+294
135
$1.17M 0.12%
3,443
+417
136
$1.09M 0.12%
11,007
-183
137
$1.09M 0.12%
4,561
-25
138
$1.09M 0.12%
17,082
+25
139
$1.05M 0.11%
7,112
140
$1.02M 0.11%
13,415
-2,205
141
$1.02M 0.11%
4,845
+48
142
$1.02M 0.11%
34,289
+1,714
143
$1M 0.11%
6,592
-350
144
$930K 0.1%
7,878
-336
145
$925K 0.1%
12,811
+1,995
146
$920K 0.1%
6,369
147
$919K 0.1%
14,162
+1,967
148
$903K 0.1%
18,315
-6,815
149
$868K 0.09%
9,041
-50
150
$862K 0.09%
8,596
-351
4 5
6
7 8