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
ADBE icon
226
Adobe
ADBE
$150B
$405K 0.03%
1,147
-38
VXUS icon
227
Vanguard Total International Stock ETF
VXUS
$107B
$401K 0.03%
5,460
-157
ACN icon
228
Accenture
ACN
$150B
$399K 0.03%
1,616
-740
PTC icon
229
PTC
PTC
$24.7B
$397K 0.03%
1,954
DE icon
230
Deere & Co
DE
$125B
$387K 0.03%
846
-100
MCK icon
231
McKesson
MCK
$98B
$385K 0.03%
499
-103
EQIX icon
232
Equinix
EQIX
$80.8B
$383K 0.03%
489
-44
SBUX icon
233
Starbucks
SBUX
$97.6B
$370K 0.03%
4,372
-210
MLM icon
234
Martin Marietta Materials
MLM
$37.8B
$368K 0.03%
584
PGR icon
235
Progressive
PGR
$129B
$367K 0.03%
1,485
VWO icon
236
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$361K 0.03%
6,672
-376
MU icon
237
Micron Technology
MU
$227B
$355K 0.03%
2,123
VO icon
238
Vanguard Mid-Cap ETF
VO
$88.8B
$351K 0.03%
1,195
VRTX icon
239
Vertex Pharmaceuticals
VRTX
$107B
$350K 0.03%
893
+2
FBTC icon
240
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.8B
$342K 0.03%
3,427
+316
QCOM icon
241
Qualcomm
QCOM
$180B
$339K 0.02%
2,035
ING icon
242
ING
ING
$69.1B
$336K 0.02%
12,889
LMT icon
243
Lockheed Martin
LMT
$118B
$334K 0.02%
670
IJT icon
244
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.33B
$332K 0.02%
2,346
PM icon
245
Philip Morris
PM
$237B
$331K 0.02%
2,040
-34
HIG icon
246
Hartford Financial Services
HIG
$34.8B
$330K 0.02%
2,474
LBRDA icon
247
Liberty Broadband Class A
LBRDA
$8.29B
$330K 0.02%
5,210
HUBB icon
248
Hubbell
HUBB
$22.9B
$327K 0.02%
760
SCHK icon
249
Schwab 1000 Index ETF
SCHK
$4.69B
$324K 0.02%
10,112
-868
TT icon
250
Trane Technologies
TT
$93.1B
$322K 0.02%
764
+4
8 9
10
11 12