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
$1.37B
AUM Growth
+$72.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1 +$7.58M
2 +$6.36M
3 +$4.23M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.33M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.18M

Top Sells

1 +$11M
2 +$5.89M
3 +$3.64M
4
BLK icon
Blackrock
BLK
+$3.29M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.55M

Sector Composition

1 Technology 23.4%
2 Financials 9.71%
3 Healthcare 8.93%
4 Consumer Discretionary 8.39%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AAPL icon
1
Apple
AAPL
$3.67T
$86.9M 6.36%
341,453
-1,968
MSFT icon
2
Microsoft
MSFT
$3.8T
$77.4M 5.66%
149,357
-1,025
AMZN icon
3
Amazon
AMZN
$2.29T
$47.8M 3.49%
217,536
+1,305
NVDA icon
4
NVIDIA
NVDA
$4.43T
$41.4M 3.03%
221,765
-2,537
COST icon
5
Costco
COST
$410B
$38.9M 2.85%
42,065
-340
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.04T
$38.4M 2.81%
157,966
-1,876
BRK.B icon
7
Berkshire Hathaway Class B
BRK.B
$1.05T
$37M 2.7%
73,561
-2,747
GOOG icon
8
Alphabet (Google) Class C
GOOG
$3.05T
$34.3M 2.51%
140,774
-2,268
IJH icon
9
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$31.6M 2.31%
483,733
+16,643
V icon
10
Visa
V
$651B
$27.8M 2.03%
81,331
-926
TMO icon
11
Thermo Fisher Scientific
TMO
$203B
$22.8M 1.66%
46,923
-241
ECL icon
12
Ecolab
ECL
$76.8B
$20.9M 1.53%
76,241
-366
SPY icon
13
SPDR S&P 500 ETF Trust
SPY
$660B
$19M 1.39%
28,446
-687
URI icon
14
United Rentals
URI
$64.7B
$18.8M 1.37%
19,649
-51
IJR icon
15
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$18.7M 1.37%
157,195
-49,577
ORCL icon
16
Oracle
ORCL
$892B
$18.6M 1.36%
66,260
-1,151
SYK icon
17
Stryker
SYK
$141B
$17.6M 1.28%
47,485
-297
APH icon
18
Amphenol
APH
$155B
$17.3M 1.26%
139,418
+1,923
DHR icon
19
Danaher
DHR
$151B
$17.2M 1.26%
86,887
+2,161
HD icon
20
Home Depot
HD
$386B
$16.2M 1.18%
39,990
+845
SCHG icon
21
Schwab US Large-Cap Growth ETF
SCHG
$51.8B
$15.8M 1.16%
495,381
+17,262
JPM icon
22
JPMorgan Chase
JPM
$813B
$15.8M 1.15%
49,956
+292
IWB icon
23
iShares Russell 1000 ETF
IWB
$44.7B
$15.3M 1.12%
41,813
-1,291
IVV icon
24
iShares Core S&P 500 ETF
IVV
$660B
$15.1M 1.11%
22,597
+1,988
JPST icon
25
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$14.8M 1.08%
290,951
+125,391