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
$899M
AUM Growth
-$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$2.93M
3
+$2.18M
4
AZO icon
AutoZone
AZO
+$1.34M
5
SHEL icon
Shell
SHEL
+$1.33M

Top Sells

1
+$3.56M
2
+$3.14M
3
+$2.32M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.22M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.8M

Sector Composition

1 Healthcare 16.98%
2 Technology 16.63%
3 Financials 11.27%
4 Consumer Discretionary 9.27%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.2M 6.37%
414,251
-2,835
2
$42.7M 4.75%
183,293
-335
3
$27.2M 3.02%
240,710
+516
4
$27.1M 3.01%
53,440
-205
5
$23.5M 2.61%
102,518
-262
6
$23.2M 2.58%
49,152
-40
7
$21.3M 2.37%
79,833
+278
8
$18.3M 2.04%
190,631
-2,049
9
$17.6M 1.96%
183,868
+68
10
$17.2M 1.92%
34,153
-38
11
$16.6M 1.85%
93,604
-54
12
$16.4M 1.83%
374,605
+66,785
13
$14.3M 1.59%
87,758
+323
14
$12.3M 1.36%
84,864
+15,064
15
$12M 1.34%
138,143
+34,854
16
$11M 1.22%
39,795
-420
17
$10.8M 1.2%
66,025
+44
18
$10.6M 1.18%
47,122
+273
19
$10.6M 1.18%
52,197
-121
20
$10.5M 1.17%
106,677
-22,495
21
$10.3M 1.15%
109,574
-885
22
$10.1M 1.12%
37,611
-530
23
$10M 1.12%
25,911
-224
24
$8.81M 0.98%
38,194
+149
25
$8.61M 0.96%
109,739
-307
1
2 3 4 5