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
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.3M
3
+$2.41M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.16M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.97M

Top Sells

1
+$2.49M
2
+$2.08M
3
+$1.62M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.1M
5
WAB icon
Wabtec
WAB
+$1.06M

Sector Composition

1 Technology 15.94%
2 Healthcare 13.77%
3 Financials 11.83%
4 Consumer Discretionary 9.71%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$830K 0.07%
12,412
-1,575
177
$807K 0.07%
12,009
-1,855
178
$797K 0.07%
6,439
179
$751K 0.07%
3,240
180
$743K 0.06%
3,563
-1,695
181
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5,697
-1,355
182
$688K 0.06%
6,639
183
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38,439
-3,875
184
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2,373
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185
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8,614
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186
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28,116
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187
$632K 0.05%
2,545
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188
$629K 0.05%
7,700
189
$609K 0.05%
3,210
-1,630
190
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19,400
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191
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194
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11,093
-2,023
195
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6,999
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196
$516K 0.04%
6,270
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197
$511K 0.04%
3,821
-1,487
198
$496K 0.04%
944
-20
199
$495K 0.04%
12,950
200
$493K 0.04%
+4,146
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8
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