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
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.62M
3
+$1.68M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.64M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1M

Top Sells

1
+$3.34M
2
+$2.68M
3
+$2.32M
4
NKE icon
Nike
NKE
+$2.28M
5
GE icon
GE Aerospace
GE
+$1.8M

Sector Composition

1 Technology 22.85%
2 Healthcare 12.19%
3 Financials 9.01%
4 Consumer Discretionary 8.47%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$462K 0.04%
9,015
+2,280
202
$455K 0.04%
4,166
-576
203
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+160
204
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205
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206
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5,547
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207
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6,330
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208
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209
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2,209
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210
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7,856
211
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13,630
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212
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1,405
213
$421K 0.04%
2,950
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214
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7,670
215
$415K 0.04%
2,134
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216
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217
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5,246
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219
$388K 0.03%
4,204
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221
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637
222
$369K 0.03%
1,719
223
$362K 0.03%
6,756
-218
224
$355K 0.03%
949
+18
225
$339K 0.03%
2,065
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