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
$1.21B
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.06M
3
+$790K
4
ETN icon
Eaton
ETN
+$779K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$775K

Top Sells

1
+$12.4M
2
+$3.65M
3
+$2.95M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.32M
5
BLK icon
Blackrock
BLK
+$2.28M

Sector Composition

1 Technology 21.43%
2 Healthcare 12.74%
3 Financials 9.26%
4 Consumer Discretionary 8.53%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.89M 0.16%
10,937
+1,577
127
$1.87M 0.16%
27,737
+11,698
128
$1.87M 0.15%
28,644
-843
129
$1.83M 0.15%
63,137
-6,106
130
$1.73M 0.14%
13,164
-486
131
$1.71M 0.14%
24,556
-50
132
$1.67M 0.14%
16,090
-1,146
133
$1.67M 0.14%
14,696
+3,564
134
$1.65M 0.14%
6,086
+125
135
$1.58M 0.13%
13,200
-14,450
136
$1.57M 0.13%
8,765
+2,896
137
$1.45M 0.12%
13,795
+468
138
$1.34M 0.11%
25,268
-1,832
139
$1.28M 0.11%
898
140
$1.27M 0.11%
13,837
141
$1.26M 0.1%
9,585
-121
142
$1.21M 0.1%
39,306
-895
143
$1.13M 0.09%
12,183
-1,908
144
$1.11M 0.09%
3,996
-100
145
$1.08M 0.09%
18,750
+1,150
146
$1.04M 0.09%
13,322
-835
147
$1.01M 0.08%
5,089
-188
148
$995K 0.08%
12,557
149
$987K 0.08%
13,736
-440
150
$981K 0.08%
18,956
-423
4 5
6
7 8