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
$899M
AUM Growth
-$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.93M
3
+$2.18M
4
AZO icon
AutoZone
AZO
+$1.34M
5
SHEL icon
Shell
SHEL
+$1.33M

Top Sells

1
+$3.56M
2
+$3.14M
3
+$2.32M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.22M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.8M

Sector Composition

1 Healthcare 16.98%
2 Technology 16.63%
3 Financials 11.27%
4 Consumer Discretionary 9.27%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$841K 0.09%
26,206
-300
152
$840K 0.09%
32,575
-6,171
153
$832K 0.09%
23,867
-2,781
154
$827K 0.09%
8,947
-52
155
$822K 0.09%
14,308
-750
156
$801K 0.09%
6,369
157
$794K 0.09%
16,085
-3,520
158
$780K 0.09%
56,410
159
$779K 0.09%
10,915
160
$777K 0.09%
7,750
-14,750
161
$737K 0.08%
10,816
-1,339
162
$732K 0.08%
12,195
+4,594
163
$725K 0.08%
7,488
+450
164
$708K 0.08%
19,415
-1,196
165
$699K 0.08%
16,227
+9,315
166
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167
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9,091
168
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4,160
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169
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5,831
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170
$628K 0.07%
10,181
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171
$627K 0.07%
8,706
-276
172
$625K 0.07%
1,933
173
$608K 0.07%
19,590
-3,375
174
$605K 0.07%
5,898
-4,201
175
$601K 0.07%
23,329
-565
5 6
7
8 9