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
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.18M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.47M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$7.58M
2
+$5.32M
3
+$3.36M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.84M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.62M

Sector Composition

1 Technology 16.38%
2 Healthcare 14.78%
3 Financials 11.91%
4 Communication Services 10.43%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$789K 0.07%
11,294
-783
177
$750K 0.06%
11,668
+930
178
$747K 0.06%
23,350
179
$739K 0.06%
3,231
-332
180
$730K 0.06%
6,602
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181
$701K 0.06%
13,975
-14,125
182
$699K 0.06%
16,457
-5,465
183
$696K 0.06%
9,937
+783
184
$687K 0.06%
18,900
185
$678K 0.06%
38,796
186
$668K 0.06%
2,439
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187
$657K 0.06%
32,218
+10,085
188
$644K 0.06%
7,700
189
$633K 0.05%
27,623
+6,081
190
$583K 0.05%
5,639
191
$572K 0.05%
5,121
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192
$570K 0.05%
11,535
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193
$549K 0.05%
2,495
-50
194
$539K 0.05%
937
-7
195
$536K 0.05%
679
+134
196
$530K 0.05%
10,179
-806
197
$529K 0.05%
3,210
198
$521K 0.04%
4,047
+254
199
$520K 0.04%
2,373
200
$507K 0.04%
12,780
-170
6 7
8
9 10