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
$1.26B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.99M
3
+$1.69M
4
V icon
Visa
V
+$1.21M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$920K

Top Sells

1
+$2.33M
2
+$2.16M
3
+$2.06M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.93M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.83M

Sector Composition

1 Technology 17.65%
2 Healthcare 15.42%
3 Financials 10.92%
4 Consumer Discretionary 9.81%
5 Communication Services 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.1M 6.11%
433,994
-5,892
2
$62.6M 4.96%
186,246
-1,263
3
$39.7M 3.14%
237,980
+980
4
$37.3M 2.96%
55,908
-327
5
$31M 2.45%
106,118
+252
6
$29.4M 2.33%
203,380
-1,520
7
$28.9M 2.29%
50,941
+53
8
$27.5M 2.18%
190,180
-660
9
$24.5M 1.94%
81,882
-593
10
$21M 1.66%
206,854
-21,300
11
$20.8M 1.65%
96,165
+5,602
12
$18.6M 1.48%
120,294
+1,829
13
$18M 1.43%
28,026
-83
14
$18M 1.42%
35,786
+712
15
$17.6M 1.39%
310,535
+3,240
16
$17.4M 1.38%
41,821
-404
17
$16.8M 1.33%
50,059
-179
18
$16.3M 1.29%
69,508
+226
19
$15.6M 1.23%
93,383
-219
20
$15.3M 1.22%
88,322
+511
21
$14.1M 1.12%
52,664
+1,341
22
$13.4M 1.06%
71,203
+2,648
23
$12.3M 0.97%
40,827
-3,490
24
$11.9M 0.95%
237,437
+1,246
25
$11.8M 0.94%
103,352
+2,085
1
2 3 4 5