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
$1.26B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.99M
3
+$1.69M
4
V icon
Visa
V
+$1.21M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$920K

Top Sells

1
+$2.33M
2
+$2.16M
3
+$2.06M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.93M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.83M

Sector Composition

1 Technology 17.65%
2 Healthcare 15.42%
3 Financials 10.92%
4 Consumer Discretionary 9.81%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$850K 0.07%
+4,093
177
$811K 0.06%
23,350
178
$787K 0.06%
15,142
-646
179
$785K 0.06%
10,810
-484
180
$761K 0.06%
10,496
+559
181
$748K 0.06%
16,806
+349
182
$748K 0.06%
3,231
183
$746K 0.06%
2,118
+267
184
$718K 0.06%
+21,009
185
$716K 0.06%
31,557
+3,934
186
$703K 0.06%
2,299
-140
187
$689K 0.05%
7,700
188
$681K 0.05%
11,773
+105
189
$644K 0.05%
761
+82
190
$637K 0.05%
5,293
+172
191
$636K 0.05%
18,200
-700
192
$634K 0.05%
4,029
-18
193
$633K 0.05%
6,691
+89
194
$632K 0.05%
5,639
195
$632K 0.05%
8,829
-3,797
196
$623K 0.05%
21,180
+2,330
197
$606K 0.05%
2,034
198
$596K 0.05%
9,960
+3,610
199
$592K 0.05%
2,290
-83
200
$589K 0.05%
13,560
+780
6 7
8
9 10