YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.3M
3
+$2.41M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.16M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.97M

Top Sells

1
+$2.49M
2
+$2.08M
3
+$1.62M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.1M
5
WAB icon
Wabtec
WAB
+$1.06M

Sector Composition

1 Technology 15.94%
2 Healthcare 13.77%
3 Financials 11.83%
4 Consumer Discretionary 9.71%
5 Communication Services 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.5M 5.24%
451,304
-3,127
2
$49.2M 4.26%
188,678
-3,699
3
$37.9M 3.28%
222,840
-3,220
4
$28.4M 2.46%
278,197
-20,352
5
$28.1M 2.44%
57,108
-533
6
$25.2M 2.18%
92,646
-9,139
7
$24.9M 2.16%
217,160
-9,580
8
$23.2M 2.01%
203,300
-4,920
9
$23.2M 2.01%
107,628
-1,213
10
$21.6M 1.87%
115,166
-4,404
11
$20.4M 1.76%
89,942
+1,468
12
$18.9M 1.64%
51,056
+160
13
$18M 1.56%
66,840
-824
14
$16.5M 1.43%
304,095
-13,015
15
$15.4M 1.33%
68,965
-153
16
$15M 1.3%
48,940
+4,263
17
$14.5M 1.25%
663,770
+110,566
18
$13.9M 1.2%
42,394
+74
19
$13.8M 1.2%
35,390
-71
20
$13.5M 1.17%
606,452
+72,599
21
$13.3M 1.15%
240,531
-29,414
22
$13.2M 1.14%
51,239
-63
23
$12.6M 1.09%
94,118
-52
24
$12.4M 1.08%
86,176
+945
25
$12.1M 1.05%
47,382
+278
1
2 3 4 5