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
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.62M
3
+$1.68M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.64M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1M

Top Sells

1
+$3.34M
2
+$2.68M
3
+$2.32M
4
NKE icon
Nike
NKE
+$2.28M
5
GE icon
GE Aerospace
GE
+$1.8M

Sector Composition

1 Technology 22.85%
2 Healthcare 12.19%
3 Financials 9.01%
4 Consumer Discretionary 8.47%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.81M 0.16%
16,950
-279
127
$1.74M 0.15%
7,349
-214
128
$1.74M 0.15%
3,940
+203
129
$1.7M 0.15%
19,115
+260
130
$1.7M 0.15%
93,354
+1,709
131
$1.68M 0.14%
+9,780
132
$1.67M 0.14%
17,236
-2,011
133
$1.59M 0.14%
24,606
134
$1.58M 0.14%
29,487
-3,549
135
$1.52M 0.13%
13,327
+32
136
$1.5M 0.13%
9,360
+30
137
$1.38M 0.12%
5,961
+20
138
$1.38M 0.12%
11,132
-161
139
$1.29M 0.11%
27,100
+187
140
$1.24M 0.11%
40,201
-35
141
$1.24M 0.11%
9,706
+899
142
$1.22M 0.1%
13,837
143
$1.21M 0.1%
14,091
-741
144
$1.15M 0.1%
898
145
$1.1M 0.09%
17,600
-350
146
$1.03M 0.09%
16,039
+584
147
$1M 0.09%
+5,869
148
$978K 0.08%
4,096
-140
149
$963K 0.08%
5,277
-960
150
$961K 0.08%
+2,572
4 5
6
7 8