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
$1.21B
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.06M
3
+$790K
4
ETN icon
Eaton
ETN
+$779K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$775K

Top Sells

1
+$12.4M
2
+$3.65M
3
+$2.95M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.32M
5
BLK icon
Blackrock
BLK
+$2.28M

Sector Composition

1 Technology 21.43%
2 Healthcare 12.74%
3 Financials 9.26%
4 Consumer Discretionary 8.53%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$676K 0.06%
5,926
-529
177
$671K 0.06%
1,716
-50
178
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8,687
-1,900
179
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181
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11,336
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182
$642K 0.05%
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183
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11,800
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184
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185
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186
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1,200
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187
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6,500
188
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15,364
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189
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577
190
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7,670
191
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192
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11,210
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194
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195
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196
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197
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8,036
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198
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6,030
-300
199
$485K 0.04%
10,698
-2,254
200
$483K 0.04%
3,911
-255
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