YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.4%
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.89M
3
+$1.5M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.33M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M

Top Sells

1
+$1.83M
2
+$1.57M
3
+$1.09M
4
COST icon
Costco
COST
+$958K
5
AAPL icon
Apple
AAPL
+$906K

Sector Composition

1 Technology 22.57%
2 Healthcare 10.95%
3 Financials 9.9%
4 Consumer Discretionary 9.05%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$318K 0.03%
2,346
-25
227
$317K 0.03%
1,200
-25
228
$314K 0.03%
2,045
-320
229
$310K 0.03%
7,027
+1,317
230
$305K 0.03%
4,031
-19
231
$301K 0.02%
2,452
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232
$297K 0.02%
2,127
233
$297K 0.02%
+3,925
234
$291K 0.02%
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235
$291K 0.02%
3,675
236
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2,264
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237
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238
$285K 0.02%
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239
$283K 0.02%
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240
$281K 0.02%
760
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241
$280K 0.02%
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242
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$271K 0.02%
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244
$271K 0.02%
2,474
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245
$264K 0.02%
3,486
-176
246
$264K 0.02%
11,105
247
$261K 0.02%
3,218
+17
248
$260K 0.02%
488
249
$260K 0.02%
2,158
250
$257K 0.02%
528
-157
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10
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