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
$1.21B
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.06M
3
+$790K
4
ETN icon
Eaton
ETN
+$779K
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$775K

Top Sells

1
+$12.4M
2
+$3.65M
3
+$2.95M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.32M
5
BLK icon
Blackrock
BLK
+$2.28M

Sector Composition

1 Technology 21.43%
2 Healthcare 12.74%
3 Financials 9.26%
4 Consumer Discretionary 8.53%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$83.2M 6.89%
357,094
-4,294
2
$64M 5.3%
148,706
-6,849
3
$41M 3.4%
220,177
-1,302
4
$39.4M 3.27%
44,480
-901
5
$34.6M 2.86%
75,108
-890
6
$28.8M 2.38%
461,544
+5,570
7
$28.6M 2.37%
46,250
-439
8
$27.9M 2.31%
229,781
+1,944
9
$27.2M 2.25%
164,158
-1,334
10
$24.6M 2.04%
147,196
-2,322
11
$23.7M 1.96%
202,430
+9,024
12
$23.3M 1.93%
84,865
+39
13
$22.8M 1.89%
81,910
-37
14
$19.2M 1.59%
75,367
-443
15
$18M 1.49%
30,824
+203
16
$17.1M 1.41%
47,201
-366
17
$16.8M 1.39%
29,299
-288
18
$15.5M 1.28%
38,274
-389
19
$15.5M 1.28%
19,082
-601
20
$13.8M 1.15%
42,913
-72
21
$13.8M 1.14%
81,237
-539
22
$13.2M 1.09%
506,496
+18,448
23
$12.9M 1.07%
41,018
+4,361
24
$12.7M 1.05%
20,392
-770
25
$12.4M 1.03%
72,981
-783
1
2 3 4 5