YIA

YHB Investment Advisors Portfolio holdings

AUM $1.39B
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.39B
AUM Growth
-$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$4.26M
2
+$3.59M
3
+$3.08M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.78M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.43M

Top Sells

1
+$3.59M
2
+$3M
3
+$2.11M
4
LRCX icon
Lam Research
LRCX
+$1.69M
5
AAPL icon
Apple
AAPL
+$1.55M

Sector Composition

1 Technology 20.69%
2 Financials 8.99%
3 Healthcare 8.89%
4 Consumer Discretionary 8.13%
5 Industrials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYF icon
251
iShares US Financials ETF
IYF
$3.45B
$324K 0.02%
2,754
+854
SO icon
252
Southern Company
SO
$104B
$322K 0.02%
3,338
-197
EPD icon
253
Enterprise Products Partners
EPD
$80.4B
$319K 0.02%
8,438
TT icon
254
Trane Technologies
TT
$106B
$317K 0.02%
760
CSX icon
255
CSX Corp
CSX
$80.7B
$315K 0.02%
7,683
-778
HIG icon
256
Hartford Financial Services
HIG
$38.3B
$315K 0.02%
2,326
-70
XLP icon
257
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.5B
$314K 0.02%
3,826
-14
XLC icon
258
State Street Communication Services Select Sector SPDR ETF
XLC
$25.5B
$314K 0.02%
2,829
+547
HCA icon
259
HCA Healthcare
HCA
$105B
$313K 0.02%
662
SBUX icon
260
Starbucks
SBUX
$111B
$309K 0.02%
3,452
-669
VWO icon
261
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$298K 0.02%
5,506
-58
FSS icon
262
Federal Signal
FSS
$6.91B
$290K 0.02%
2,684
FBCG icon
263
Fidelity Blue Chip Growth ETF
FBCG
$5.95B
$290K 0.02%
+5,785
RSPN icon
264
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$821M
$287K 0.02%
4,981
PNC icon
265
PNC Financial Services
PNC
$91.7B
$285K 0.02%
+1,370
PGR icon
266
Progressive
PGR
$121B
$282K 0.02%
1,422
-63
DHI icon
267
D.R. Horton
DHI
$47B
$281K 0.02%
2,047
+40
VGT icon
268
Vanguard Information Technology ETF
VGT
$15.2B
$279K 0.02%
400
ADBE icon
269
Adobe
ADBE
$99.9B
$279K 0.02%
1,147
BAH icon
270
Booz Allen Hamilton
BAH
$9.77B
$266K 0.02%
3,403
-700
IWP icon
271
iShares Russell Mid-Cap Growth ETF
IWP
$19.7B
$264K 0.02%
2,064
QCOM icon
272
Qualcomm
QCOM
$145B
$262K 0.02%
2,035
-2
LBRDA icon
273
Liberty Broadband Class A
LBRDA
$8.09B
$262K 0.02%
5,210
ACN icon
274
Accenture
ACN
$119B
$260K 0.02%
1,310
-702
CTVA icon
275
Corteva
CTVA
$53.9B
$259K 0.02%
3,097
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