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
$937M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.7M
3
+$1.64M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.21M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.14M

Top Sells

1
+$3.66M
2
+$2.56M
3
+$2.14M
4
NFLX icon
Netflix
NFLX
+$2.08M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.08M

Sector Composition

1 Healthcare 17.18%
2 Technology 15.92%
3 Financials 11.56%
4 Consumer Discretionary 9.03%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$556K 0.06%
7,334
-288
177
$553K 0.06%
5,107
-452
178
$528K 0.06%
15,682
-10,524
179
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$517K 0.06%
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181
$512K 0.05%
781
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182
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19,271
-4,058
183
$497K 0.05%
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184
$493K 0.05%
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185
$474K 0.05%
5,812
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186
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-265
187
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188
$465K 0.05%
27,577
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189
$454K 0.05%
23,389
190
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8,920
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191
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192
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193
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194
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195
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196
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197
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2,920
-26
198
$393K 0.04%
917
199
$391K 0.04%
19,405
-6,688
200
$387K 0.04%
5,976
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