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
$1.26B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.99M
3
+$1.69M
4
V icon
Visa
V
+$1.21M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$920K

Top Sells

1
+$2.33M
2
+$2.16M
3
+$2.06M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.93M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.83M

Sector Composition

1 Technology 17.65%
2 Healthcare 15.42%
3 Financials 10.92%
4 Consumer Discretionary 9.81%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$579K 0.05%
4,482
+796
202
$561K 0.04%
3,070
+280
203
$546K 0.04%
29,369
-2,849
204
$531K 0.04%
937
205
$519K 0.04%
9,354
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206
$513K 0.04%
28,776
-10,020
207
$512K 0.04%
7,011
+1,431
208
$509K 0.04%
4,697
209
$509K 0.04%
899
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210
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803
211
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212
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1,559
213
$498K 0.04%
3,210
214
$490K 0.04%
12,940
+2,848
215
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2,260
216
$444K 0.04%
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217
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218
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219
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2,129
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220
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221
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11,092
222
$425K 0.03%
2,255
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223
$422K 0.03%
664
224
$416K 0.03%
+3,884
225
$413K 0.03%
4,718
-109
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