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
$937M
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$1.7M
3
+$1.64M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.21M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.14M

Top Sells

1
+$3.66M
2
+$2.56M
3
+$2.14M
4
NFLX icon
Netflix
NFLX
+$2.08M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.08M

Sector Composition

1 Healthcare 17.18%
2 Technology 15.92%
3 Financials 11.56%
4 Consumer Discretionary 9.03%
5 Consumer Staples 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.1M 5.66%
408,379
-5,872
2
$42.5M 4.54%
177,368
-5,925
3
$28.5M 3.04%
51,778
-1,662
4
$24.3M 2.59%
78,515
-1,318
5
$23.7M 2.53%
100,644
-1,874
6
$22.1M 2.36%
48,451
-701
7
$20.1M 2.14%
238,923
-1,787
8
$19.3M 2.06%
92,878
-726
9
$19.1M 2.03%
49,868
+26,822
10
$18.1M 1.93%
374,875
+270
11
$17M 1.81%
32,036
-2,117
12
$16.5M 1.76%
185,659
-4,972
13
$16.1M 1.72%
182,366
-1,502
14
$15.7M 1.68%
87,092
-666
15
$13.2M 1.41%
139,781
+1,638
16
$12.7M 1.36%
52,010
-187
17
$12.6M 1.35%
39,921
+126
18
$12.2M 1.3%
84,026
-838
19
$12.2M 1.3%
46,453
-669
20
$11.5M 1.23%
65,005
-1,020
21
$10.9M 1.16%
36,225
-1,386
22
$10.9M 1.16%
431,034
+44,793
23
$10.2M 1.09%
87,119
-636
24
$10.1M 1.08%
38,298
+104
25
$10M 1.07%
25,780
-131
1
2 3 4 5