YIA

YHB Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.08%
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$98.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.86M
3
+$1.65M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.4M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.23M

Top Sells

1
+$3.88M
2
+$2.15M
3
+$1.09M
4
NVDA icon
NVIDIA
NVDA
+$813K
5
FTV icon
Fortive
FTV
+$744K

Sector Composition

1 Technology 23.14%
2 Financials 10.45%
3 Healthcare 9.56%
4 Consumer Discretionary 8.49%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$397K 0.03%
891
-50
227
$396K 0.03%
1,485
-8
228
$388K 0.03%
5,617
+2,116
229
$378K 0.03%
12,810
230
$378K 0.03%
2,074
-34
231
$369K 0.03%
4,282
+180
232
$350K 0.03%
3,885
233
$349K 0.03%
7,048
+370
234
$343K 0.03%
579
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235
$341K 0.03%
1,541
-157
236
$341K 0.03%
638
-7
237
$338K 0.03%
15,279
+2,425
238
$337K 0.03%
1,954
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239
$334K 0.03%
1,195
-5
240
$334K 0.03%
11,105
241
$332K 0.03%
760
242
$327K 0.03%
10,980
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243
$324K 0.03%
2,035
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244
$323K 0.02%
390
245
$321K 0.02%
2,687
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246
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584
247
$319K 0.02%
788
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248
$318K 0.02%
2,467
-124
249
$315K 0.02%
2,730
+5
250
$314K 0.02%
2,474
8 9
10
11 12