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
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.3M
3
+$2.41M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.16M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.97M

Top Sells

1
+$2.49M
2
+$2.08M
3
+$1.62M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.1M
5
WAB icon
Wabtec
WAB
+$1.06M

Sector Composition

1 Technology 15.94%
2 Healthcare 13.77%
3 Financials 11.83%
4 Consumer Discretionary 9.71%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.38M 0.12%
17,066
-570
152
$1.38M 0.12%
3,561
-760
153
$1.35M 0.12%
6,890
-110
154
$1.34M 0.12%
6,953
-42
155
$1.33M 0.12%
23,167
-370
156
$1.31M 0.11%
33,375
-151
157
$1.26M 0.11%
8,381
-551
158
$1.13M 0.1%
7,403
-265
159
$1.13M 0.1%
13,275
-678
160
$1.1M 0.09%
20,773
+100
161
$1.09M 0.09%
7,295
-25
162
$1.08M 0.09%
23,350
163
$1.04M 0.09%
8,890
+405
164
$1.02M 0.09%
13,803
+62
165
$1.01M 0.09%
17,398
+881
166
$959K 0.08%
17,856
-643
167
$954K 0.08%
4,937
-100
168
$940K 0.08%
10,703
+1,680
169
$940K 0.08%
21,170
+1,691
170
$926K 0.08%
54,780
+1,338
171
$913K 0.08%
14,511
+1
172
$896K 0.08%
3,752
-50
173
$871K 0.08%
7,005
-95
174
$840K 0.07%
10,674
+1,515
175
$839K 0.07%
9,098
5 6
7
8 9