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
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.18M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.47M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$7.58M
2
+$5.32M
3
+$3.36M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.84M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.62M

Sector Composition

1 Technology 16.38%
2 Healthcare 14.78%
3 Financials 11.91%
4 Communication Services 10.43%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.44M 0.12%
26,765
+1,000
152
$1.41M 0.12%
7,035
+85
153
$1.41M 0.12%
24,431
154
$1.41M 0.12%
8,381
155
$1.25M 0.11%
16,859
-157
156
$1.22M 0.11%
7,290
+20
157
$1.2M 0.1%
3,456
-5
158
$1.06M 0.09%
12,136
+344
159
$1.04M 0.09%
20,781
+8
160
$1.03M 0.09%
59,640
+2,928
161
$1.03M 0.09%
6,728
162
$1.03M 0.09%
5,131
-1,772
163
$1.01M 0.09%
23,690
+650
164
$994K 0.09%
4,987
+25
165
$946K 0.08%
12,596
-720
166
$938K 0.08%
17,868
-128
167
$915K 0.08%
12,091
+224
168
$912K 0.08%
3,364
+23
169
$891K 0.08%
14,615
+2
170
$888K 0.08%
10,395
-1,400
171
$871K 0.08%
9,241
+68
172
$853K 0.07%
15,788
-402
173
$838K 0.07%
7,098
+13
174
$829K 0.07%
6,439
175
$807K 0.07%
12,626
-485
5 6
7
8 9