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
+$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.62M
3
+$1.68M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.64M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1M

Top Sells

1
+$3.34M
2
+$2.68M
3
+$2.32M
4
NKE icon
Nike
NKE
+$2.28M
5
GE icon
GE Aerospace
GE
+$1.8M

Sector Composition

1 Technology 22.85%
2 Healthcare 12.19%
3 Financials 9.01%
4 Consumer Discretionary 8.47%
5 Industrials 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.1M 6.55%
361,388
-6,253
2
$69.5M 5.98%
155,555
-919
3
$42.8M 3.68%
221,479
-1,285
4
$38.6M 3.32%
45,381
-576
5
$30.9M 2.66%
75,998
-300
6
$30.1M 2.59%
165,492
-126
7
$28.1M 2.42%
227,837
+347
8
$27.4M 2.36%
149,518
-3,007
9
$26.7M 2.3%
455,974
-3,638
10
$25.8M 2.22%
46,689
-299
11
$22.3M 1.92%
84,826
-374
12
$20.6M 1.78%
193,406
+2,835
13
$20.5M 1.76%
81,947
-766
14
$18M 1.55%
75,810
-615
15
$16.2M 1.39%
47,567
-241
16
$16.1M 1.39%
29,587
+87
17
$15.6M 1.34%
30,621
+1,322
18
$13.9M 1.2%
21,162
-365
19
$13.5M 1.16%
81,776
-150
20
$13.4M 1.16%
42,985
-293
21
$13.3M 1.15%
38,663
-239
22
$12.7M 1.1%
19,683
-414
23
$12.4M 1.06%
116,090
-1,680
24
$12.3M 1.06%
488,048
+36,480
25
$10.9M 0.94%
36,657
+3,019
1
2 3 4 5