YIA
YHB Investment Advisors Portfolio holdings
AUM
$1.45B
1-Year Est. Return
21.08%
1 Year Est. Return
+21.08%
AUM
$1.45B
AUM Growth
+$80M
(+5.9%)
Holding
312
Top Buys
| 1 | +$18.8M | |
| 2 | +$7.24M | |
| 3 | +$5.86M | |
| 4 |
Blackrock
BLK
|
+$3.43M |
| 5 |
Invesco S&P 100 Equal Weight ETF
EQWL
|
+$2.54M |
Top Sells
| 1 | +$2.73M | |
| 2 | +$1.3M | |
| 3 | +$1.29M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$1.23M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$842K |
Sector Composition
| 1 | Technology | 22.75% |
| 2 | Financials | 9.64% |
| 3 | Healthcare | 9.4% |
| 4 | Communication Services | 8.33% |
| 5 | Consumer Discretionary | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$3.76T
| $90.1M | 6.22% |
331,417
-10,036
|
|
||
2
Microsoft
MSFT
$3.42T
| $71.7M | 4.96% |
148,341
-1,016
|
|
||
3
Amazon
AMZN
$2.56T
| $50M | 3.45% |
216,579
-957
|
|
||
|
4
Alphabet (Google) Class A
GOOGL
$3.98T
| $48.6M | 3.36% |
155,276
-2,690
|
|
||
|
5
Alphabet (Google) Class C
GOOG
$3.99T
| $42.9M | 2.97% |
136,862
-3,912
|
|
||
6
NVIDIA
NVDA
$4.53T
| $40.8M | 2.82% |
218,696
-3,069
|
|
||
7
iShares Core S&P Mid-Cap ETF
IJH
$109B
| $37.8M | 2.61% |
572,566
+88,833
|
|
||
8
Berkshire Hathaway Class B
BRK.B
$1.06T
| $37M | 2.56% |
73,700
+139
|
|
||
9
Costco
COST
$428B
| $36.4M | 2.52% |
42,242
+177
|
|
||
10
Visa
V
$633B
| $28.7M | 1.98% |
81,775
+444
|
|
||
11
Thermo Fisher Scientific
TMO
$232B
| $27.7M | 1.91% |
47,766
+843
|
|
||
12
JPMorgan Ultra-Short Income ETF
JPST
$35.9B
| $22M | 1.52% |
434,038
+143,087
|
|
||
13
SPDR S&P 500 ETF Trust
SPY
$714B
| $20.3M | 1.4% |
29,745
+1,299
|
|
||
14
Danaher
DHR
$167B
| $20.1M | 1.39% |
87,938
+1,051
|
|
||
15
Ecolab
ECL
$78.5B
| $20M | 1.38% |
76,136
-105
|
|
||
16
Amphenol
APH
$189B
| $18.9M | 1.31% |
139,975
+557
|
|
||
17
Lam Research
LRCX
$280B
| $18.8M | 1.3% |
+109,904
|
|
||
18
iShares Core S&P Small-Cap ETF
IJR
$94.1B
| $17.6M | 1.22% |
146,382
-10,813
|
|
||
19
Stryker
SYK
$139B
| $16.8M | 1.16% |
47,773
+288
|
|
||
20
Schwab US Large-Cap Growth ETF
SCHG
$52.6B
| $16.6M | 1.14% |
507,999
+12,618
|
|
||
21
JPMorgan Chase
JPM
$842B
| $16.5M | 1.14% |
51,232
+1,276
|
|
||
22
iShares Core S&P 500 ETF
IVV
$761B
| $16.4M | 1.14% |
23,986
+1,389
|
|
||
23
United Rentals
URI
$58.6B
| $16M | 1.11% |
19,766
+117
|
|
||
24
iShares Russell 1000 ETF
IWB
$46.8B
| $15.8M | 1.09% |
42,179
+366
|
|
||
25
Amgen
AMGN
$178B
| $14.9M | 1.03% |
45,623
+498
|
|