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
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.62M
3
+$1.68M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.64M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1M

Top Sells

1
+$3.34M
2
+$2.68M
3
+$2.32M
4
NKE icon
Nike
NKE
+$2.28M
5
GE icon
GE Aerospace
GE
+$1.8M

Sector Composition

1 Technology 22.85%
2 Healthcare 12.19%
3 Financials 9.01%
4 Consumer Discretionary 8.47%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$655K 0.06%
25,257
-222
177
$647K 0.06%
6,192
-73
178
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182
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183
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577
184
$588K 0.05%
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185
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11,285
-1,560
186
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187
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188
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8,623
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190
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191
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193
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954
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194
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195
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196
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16,214
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197
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+16,675
198
$492K 0.04%
+12,363
199
$471K 0.04%
8,035
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200
$465K 0.04%
1,559
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