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
$937M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.7M
3
+$1.64M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.21M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.14M

Top Sells

1
+$3.66M
2
+$2.56M
3
+$2.14M
4
NFLX icon
Netflix
NFLX
+$2.08M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.08M

Sector Composition

1 Healthcare 17.18%
2 Technology 15.92%
3 Financials 11.56%
4 Consumer Discretionary 9.03%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$381K 0.04%
12,528
-2,600
202
$377K 0.04%
4,153
-250
203
$376K 0.04%
689
-3
204
$372K 0.04%
2,251
-40
205
$364K 0.04%
2,129
206
$360K 0.04%
5,485
-491
207
$355K 0.04%
10,391
+15
208
$353K 0.04%
3,494
-100
209
$351K 0.04%
3,196
-35
210
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2,245
+392
211
$339K 0.04%
+1,848
212
$335K 0.04%
1,574
+15
213
$334K 0.04%
1,073
214
$330K 0.04%
10,654
+3
215
$322K 0.03%
5,760
+530
216
$322K 0.03%
789
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217
$320K 0.03%
575
218
$312K 0.03%
6,310
-5,555
219
$311K 0.03%
5,301
-100
220
$306K 0.03%
5,910
+38
221
$299K 0.03%
2,100
222
$297K 0.03%
3,053
+95
223
$294K 0.03%
3,590
224
$294K 0.03%
2,267
+155
225
$294K 0.03%
15,515
-1,943
7 8
9
10 11