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
251
$256K 0.02%
2,257
252
$256K 0.02%
5,065
253
$254K 0.02%
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-150
254
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255
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256
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-150
257
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13,224
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258
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1,391
259
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1,143
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260
$232K 0.02%
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261
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11,928
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262
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768
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263
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264
$226K 0.02%
6,235
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265
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266
$224K 0.02%
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267
$221K 0.02%
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270
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271
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5,276
-150
272
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13,389
273
$210K 0.02%
368
274
$208K 0.02%
2,419
-865
275
$207K 0.02%
2,799
-470
8 9 10
11
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