YIA

YHB Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$80M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$7.25M
3
+$5.82M
4
BLK icon
Blackrock
BLK
+$3.5M
5
EQWL icon
Invesco S&P 100 Equal Weight ETF
EQWL
+$2.5M

Top Sells

1
+$2.69M
2
+$1.29M
3
+$1.27M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$769K

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
ADBE icon
226
Adobe
ADBE
$107B
$401K 0.03%
1,147
DE icon
227
Deere & Co
DE
$171B
$394K 0.03%
846
EQIX icon
228
Equinix
EQIX
$94.9B
$392K 0.03%
511
+22
XLI icon
229
State Street Industrial Select Sector SPDR ETF
XLI
$32.1B
$382K 0.03%
+2,461
VRTX icon
230
Vertex Pharmaceuticals
VRTX
$123B
$381K 0.03%
841
-52
LBRDK icon
231
Liberty Broadband Class C
LBRDK
$7.84B
$373K 0.03%
7,670
CHTR icon
232
Charter Communications
CHTR
$29.5B
$372K 0.03%
1,780
-103
LYB icon
233
LyondellBasell Industries
LYB
$18.6B
$367K 0.03%
8,487
ING icon
234
ING
ING
$81.2B
$361K 0.02%
12,889
MLM icon
235
Martin Marietta Materials
MLM
$40.1B
$354K 0.02%
569
-15
EMR icon
236
Emerson Electric
EMR
$85.5B
$353K 0.02%
2,663
-470
NSC icon
237
Norfolk Southern
NSC
$70.7B
$352K 0.02%
1,219
-504
QCOM icon
238
Qualcomm
QCOM
$150B
$348K 0.02%
2,037
+2
SBUX icon
239
Starbucks
SBUX
$110B
$347K 0.02%
4,121
-251
VO icon
240
Vanguard Mid-Cap ETF
VO
$96.3B
$347K 0.02%
1,195
BAH icon
241
Booz Allen Hamilton
BAH
$9.38B
$346K 0.02%
4,103
-6,649
MCK icon
242
McKesson
MCK
$121B
$344K 0.02%
419
-80
PGR icon
243
Progressive
PGR
$125B
$338K 0.02%
1,485
HUBB icon
244
Hubbell
HUBB
$27.5B
$338K 0.02%
760
AMD icon
245
Advanced Micro Devices
AMD
$324B
$335K 0.02%
1,565
+33
IJT icon
246
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.88B
$331K 0.02%
2,346
HIG icon
247
Hartford Financial Services
HIG
$39.3B
$330K 0.02%
2,396
-78
PM icon
248
Philip Morris
PM
$286B
$327K 0.02%
2,040
RBC icon
249
RBC Bearings
RBC
$18.2B
$325K 0.02%
725
-24
EOG icon
250
EOG Resources
EOG
$69B
$325K 0.02%
3,094
+705
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