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
$937M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.7M
3
+$1.64M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.21M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.14M

Top Sells

1
+$3.66M
2
+$2.56M
3
+$2.14M
4
NFLX icon
Netflix
NFLX
+$2.08M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.08M

Sector Composition

1 Healthcare 17.18%
2 Technology 15.92%
3 Financials 11.56%
4 Consumer Discretionary 9.03%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$853K 0.09%
7,627
+285
152
$816K 0.09%
7,436
-52
153
$807K 0.09%
9,725
-6,058
154
$786K 0.08%
5,926
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155
$785K 0.08%
13,733
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156
$783K 0.08%
16,190
-37
157
$767K 0.08%
6,134
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158
$759K 0.08%
15,350
-735
159
$756K 0.08%
8,639
-67
160
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8,561
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161
$733K 0.08%
19,352
-4,515
162
$727K 0.08%
+16,172
163
$691K 0.07%
1,889
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164
$685K 0.07%
2,066
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165
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166
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167
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168
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19,018
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169
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15,833
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170
$615K 0.07%
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171
$605K 0.06%
12,088
-16,109
172
$575K 0.06%
+10,837
173
$562K 0.06%
779
-14
174
$562K 0.06%
7,700
175
$560K 0.06%
16,905
+196
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7
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