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
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.18M
3
+$1.86M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.47M
5
AMZN icon
Amazon
AMZN
+$1.05M

Top Sells

1
+$7.58M
2
+$5.32M
3
+$3.36M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.84M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.62M

Sector Composition

1 Technology 16.38%
2 Healthcare 14.78%
3 Financials 11.91%
4 Communication Services 10.43%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.2M 5.37%
439,886
-7,134
2
$52.9M 4.56%
187,509
-550
3
$38.9M 3.36%
237,000
+6,420
4
$32.1M 2.77%
56,235
-674
5
$28.6M 2.46%
105,866
-1,637
6
$27.3M 2.35%
204,900
-9,860
7
$25.5M 2.2%
190,840
-11,640
8
$23.3M 2.01%
228,154
-27,886
9
$22.9M 1.97%
50,888
-188
10
$22.5M 1.94%
82,475
-7,072
11
$20.2M 1.74%
90,563
+475
12
$20M 1.73%
118,465
+660
13
$17.8M 1.54%
68,555
+1,428
14
$17.1M 1.47%
50,238
-19
15
$16.2M 1.39%
307,295
+4,010
16
$15.2M 1.31%
28,109
-94
17
$14.5M 1.25%
69,282
+320
18
$13.9M 1.2%
42,225
+31
19
$13.7M 1.18%
35,074
+117
20
$13.6M 1.17%
93,602
-608
21
$13.5M 1.17%
51,323
+79
22
$13.2M 1.14%
236,191
+3,484
23
$13.2M 1.14%
87,811
+1,414
24
$12.7M 1.09%
44,317
25
$11.2M 0.96%
26,029
+203
1
2 3 4 5