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
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.18M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.47M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$7.58M
2
+$5.32M
3
+$3.36M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.84M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.62M

Sector Composition

1 Technology 16.38%
2 Healthcare 14.78%
3 Financials 11.91%
4 Communication Services 10.43%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$487K 0.04%
2,034
+41
202
$486K 0.04%
803
203
$478K 0.04%
1,851
+75
204
$452K 0.04%
1,559
205
$433K 0.04%
3,686
-214
206
$432K 0.04%
2,246
-6
207
$430K 0.04%
3,500
208
$425K 0.04%
683
209
$425K 0.04%
11,400
+1,645
210
$423K 0.04%
1,829
+45
211
$420K 0.04%
3,168
212
$416K 0.04%
11,092
213
$415K 0.04%
664
214
$415K 0.04%
5,580
215
$410K 0.04%
5,000
-1,200
216
$398K 0.03%
3,668
-1,649
217
$395K 0.03%
4,827
-185
218
$394K 0.03%
4,697
+50
219
$392K 0.03%
6,350
+700
220
$392K 0.03%
902
221
$391K 0.03%
18,850
+1,810
222
$390K 0.03%
2,260
223
$383K 0.03%
5,790
224
$373K 0.03%
2,380
225
$360K 0.03%
2,713
+10
7 8
9
10 11