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
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.3M
3
+$2.41M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.16M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.97M

Top Sells

1
+$2.49M
2
+$2.08M
3
+$1.62M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.1M
5
WAB icon
Wabtec
WAB
+$1.06M

Sector Composition

1 Technology 15.94%
2 Healthcare 13.77%
3 Financials 11.83%
4 Consumer Discretionary 9.71%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$490K 0.04%
+3,943
202
$488K 0.04%
1,867
-318
203
$477K 0.04%
+7,363
204
$448K 0.04%
4,647
-2,975
205
$447K 0.04%
1,812
-96
206
$443K 0.04%
3,183
+1
207
$441K 0.04%
5,012
-20
208
$432K 0.04%
2,252
209
$431K 0.04%
1,559
-181
210
$410K 0.04%
3,376
+265
211
$410K 0.04%
664
212
$404K 0.04%
1,732
+323
213
$404K 0.04%
803
-10
214
$393K 0.03%
11,092
-2,838
215
$389K 0.03%
2,260
216
$388K 0.03%
3,858
-69
217
$384K 0.03%
5,790
218
$380K 0.03%
683
219
$365K 0.03%
11,115
+462
220
$358K 0.03%
3,500
221
$354K 0.03%
4,698
222
$351K 0.03%
917
223
$351K 0.03%
2,380
-1,600
224
$350K 0.03%
3,500
225
$346K 0.03%
2,505
+260
7 8
9
10 11