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
$1.3B
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
VRTX icon
226
Vertex Pharmaceuticals
VRTX
$110B
$397K 0.03%
891
-50
PGR icon
227
Progressive
PGR
$134B
$396K 0.03%
1,485
-8
VXUS icon
228
Vanguard Total International Stock ETF
VXUS
$111B
$388K 0.03%
5,617
+2,116
AA icon
229
Alcoa
AA
$10.7B
$378K 0.03%
12,810
PM icon
230
Philip Morris
PM
$241B
$378K 0.03%
2,074
-34
JGRO icon
231
JPMorgan Active Growth ETF
JGRO
$8.32B
$369K 0.03%
4,282
+180
ORLY icon
232
O'Reilly Automotive
ORLY
$84.3B
$350K 0.03%
3,885
VWO icon
233
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$349K 0.03%
7,048
+370
TYL icon
234
Tyler Technologies
TYL
$19.9B
$343K 0.03%
579
+120
AMT icon
235
American Tower
AMT
$82.3B
$341K 0.03%
1,541
-157
AMP icon
236
Ameriprise Financial
AMP
$42.4B
$341K 0.03%
638
-7
SCHF icon
237
Schwab International Equity ETF
SCHF
$53.4B
$338K 0.03%
15,279
+2,425
PTC icon
238
PTC
PTC
$21.1B
$337K 0.03%
1,954
+410
VO icon
239
Vanguard Mid-Cap ETF
VO
$88.7B
$334K 0.03%
1,195
-5
CEF icon
240
Sprott Physical Gold and Silver Trust
CEF
$8.14B
$334K 0.03%
11,105
TT icon
241
Trane Technologies
TT
$91.2B
$332K 0.03%
760
SCHK icon
242
Schwab 1000 Index ETF
SCHK
$4.82B
$327K 0.03%
10,980
+2
QCOM icon
243
Qualcomm
QCOM
$183B
$324K 0.03%
2,035
-3
AXON icon
244
Axon Enterprise
AXON
$42.4B
$323K 0.02%
390
EOG icon
245
EOG Resources
EOG
$59.2B
$321K 0.02%
2,687
+55
MLM icon
246
Martin Marietta Materials
MLM
$36.7B
$321K 0.02%
584
MSTR icon
247
Strategy Inc
MSTR
$52.1B
$319K 0.02%
788
+62
KMB icon
248
Kimberly-Clark
KMB
$35.5B
$318K 0.02%
2,467
-124
SHOP icon
249
Shopify
SHOP
$204B
$315K 0.02%
2,730
+5
HIG icon
250
Hartford Financial Services
HIG
$37.6B
$314K 0.02%
2,474
8 9
10
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