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
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.62M
3
+$1.68M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.64M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1M

Top Sells

1
+$3.34M
2
+$2.68M
3
+$2.32M
4
NKE icon
Nike
NKE
+$2.28M
5
GE icon
GE Aerospace
GE
+$1.8M

Sector Composition

1 Technology 22.85%
2 Healthcare 12.19%
3 Financials 9.01%
4 Consumer Discretionary 8.47%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$940K 0.08%
3,985
+47
152
$902K 0.08%
14,176
+247
153
$893K 0.08%
12,557
-2,075
154
$892K 0.08%
2,983
155
$849K 0.07%
14,375
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156
$840K 0.07%
16,040
-75
157
$824K 0.07%
8,617
158
$823K 0.07%
6,974
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159
$822K 0.07%
14,157
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160
$805K 0.07%
19,379
-1,874
161
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15,900
+2,260
162
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3,915
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163
$780K 0.07%
9,284
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164
$768K 0.07%
4,069
165
$746K 0.06%
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166
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167
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168
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1,983
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169
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10,587
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170
$719K 0.06%
18,081
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171
$712K 0.06%
4,118
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172
$712K 0.06%
30,008
-1,040
173
$680K 0.06%
7,700
174
$673K 0.06%
16,659
175
$671K 0.06%
6,455
-394
5 6
7
8 9