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
$899M
AUM Growth
-$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.93M
3
+$2.18M
4
AZO icon
AutoZone
AZO
+$1.34M
5
SHEL icon
Shell
SHEL
+$1.33M

Top Sells

1
+$3.56M
2
+$3.14M
3
+$2.32M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.22M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.8M

Sector Composition

1 Healthcare 16.98%
2 Technology 16.63%
3 Financials 11.27%
4 Consumer Discretionary 9.27%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$402K 0.04%
15,128
202
$392K 0.04%
13,659
+40
203
$386K 0.04%
+23,389
204
$383K 0.04%
1,390
205
$369K 0.04%
1,759
-50
206
$365K 0.04%
3,231
207
$357K 0.04%
5,401
+360
208
$355K 0.04%
5,790
209
$355K 0.04%
2,291
-3
210
$348K 0.04%
664
211
$336K 0.04%
3,594
-60
212
$335K 0.04%
5,976
-213
213
$335K 0.04%
2,129
214
$335K 0.04%
4,403
-290
215
$334K 0.04%
1,559
216
$332K 0.04%
2,946
+1
217
$325K 0.04%
17,458
-2,045
218
$325K 0.04%
692
219
$323K 0.04%
15,476
-5,832
220
$315K 0.04%
10,376
+99
221
$306K 0.03%
917
222
$305K 0.03%
3,590
+315
223
$292K 0.03%
6,345
+210
224
$290K 0.03%
3,875
-2,021
225
$287K 0.03%
4,214
-100
7 8
9
10 11