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
$899M
AUM Growth
-$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.93M
3
+$2.18M
4
AZO icon
AutoZone
AZO
+$1.34M
5
SHEL icon
Shell
SHEL
+$1.33M

Top Sells

1
+$3.56M
2
+$3.14M
3
+$2.32M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.22M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.8M

Sector Composition

1 Healthcare 16.98%
2 Technology 16.63%
3 Financials 11.27%
4 Consumer Discretionary 9.27%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$593K 0.07%
7,402
+5,049
177
$589K 0.07%
9,766
-1,678
178
$577K 0.06%
2,079
179
$571K 0.06%
11,865
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180
$569K 0.06%
7,622
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181
$549K 0.06%
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182
$546K 0.06%
793
183
$527K 0.06%
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184
$520K 0.06%
26,093
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185
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7,700
186
$505K 0.06%
16,709
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187
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10,229
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188
$500K 0.06%
7,631
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189
$496K 0.06%
11,186
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190
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+2,475
191
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193
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194
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21,000
195
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6,363
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196
$431K 0.05%
9,478
197
$429K 0.05%
3,609
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198
$427K 0.05%
+25,511
199
$410K 0.05%
20,119
-9,280
200
$405K 0.05%
1,927
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