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
$1.26B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.99M
3
+$1.69M
4
V icon
Visa
V
+$1.21M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$920K

Top Sells

1
+$2.33M
2
+$2.16M
3
+$2.06M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.93M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.83M

Sector Composition

1 Technology 17.65%
2 Healthcare 15.42%
3 Financials 10.92%
4 Consumer Discretionary 9.81%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.48M 0.12%
9,975
-135
152
$1.47M 0.12%
28,520
-750
153
$1.44M 0.11%
16,258
-601
154
$1.42M 0.11%
15,365
155
$1.42M 0.11%
38,837
-2,677
156
$1.35M 0.11%
8,364
-17
157
$1.27M 0.1%
3,546
+90
158
$1.25M 0.1%
5,007
+20
159
$1.21M 0.1%
4,911
-220
160
$1.18M 0.09%
7,182
-108
161
$1.17M 0.09%
12,550
+414
162
$1.13M 0.09%
6,603
-125
163
$1.13M 0.09%
59,292
-348
164
$1.1M 0.09%
17,930
+3,315
165
$1.03M 0.08%
17,417
-451
166
$1.02M 0.08%
20,611
-170
167
$1.01M 0.08%
12,443
+352
168
$975K 0.08%
11,506
+1,111
169
$972K 0.08%
12,677
+81
170
$964K 0.08%
6,853
-245
171
$949K 0.08%
22,881
-809
172
$924K 0.07%
3,637
+273
173
$888K 0.07%
6,369
-70
174
$859K 0.07%
9,241
175
$854K 0.07%
16,158
-24,235
5 6
7
8 9