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
$1.21B
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.06M
3
+$790K
4
ETN icon
Eaton
ETN
+$779K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$775K

Top Sells

1
+$12.4M
2
+$3.65M
3
+$2.95M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.32M
5
BLK icon
Blackrock
BLK
+$2.28M

Sector Composition

1 Technology 21.43%
2 Healthcare 12.74%
3 Financials 9.26%
4 Consumer Discretionary 8.53%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$972K 0.08%
11,082
+1,798
152
$967K 0.08%
2,983
153
$938K 0.08%
18,580
+7,295
154
$937K 0.08%
7,498
+524
155
$901K 0.07%
4,075
-43
156
$897K 0.07%
3,915
157
$855K 0.07%
13,590
-785
158
$853K 0.07%
9,710
+1,524
159
$845K 0.07%
16,840
+940
160
$831K 0.07%
8,667
+50
161
$815K 0.07%
2,572
162
$810K 0.07%
31,452
+1,444
163
$798K 0.07%
2,303
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164
$781K 0.06%
4,068
-1
165
$780K 0.06%
17,004
+10
166
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3,847
-138
167
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1,991
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168
$754K 0.06%
7,739
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169
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1,983
170
$737K 0.06%
7,700
171
$722K 0.06%
26,070
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172
$722K 0.06%
2,954
+616
173
$714K 0.06%
16,584
-75
174
$690K 0.06%
5,044
-167
175
$684K 0.06%
2,613
+374
5 6
7
8 9