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
IJT icon
251
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.35B
$312K 0.02%
2,346
HUBB icon
252
Hubbell
HUBB
$22.7B
$310K 0.02%
760
LMT icon
253
Lockheed Martin
LMT
$102B
$310K 0.02%
670
-37
REGN icon
254
Regeneron Pharmaceuticals
REGN
$78B
$302K 0.02%
575
RBC icon
255
RBC Bearings
RBC
$13.9B
$296K 0.02%
768
FBTC icon
256
Fidelity Wise Origin Bitcoin Fund
FBTC
$12B
$292K 0.02%
+3,111
XLU icon
257
State Street Utilities Select Sector SPDR ETF
XLU
$21.7B
$291K 0.02%
3,567
+10
ICSH icon
258
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.55B
$290K 0.02%
5,727
-425
IWP icon
259
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$286K 0.02%
2,064
ING icon
260
ING
ING
$77.3B
$282K 0.02%
12,889
CRWD icon
261
CrowdStrike
CRWD
$130B
$280K 0.02%
550
-75
CSX icon
262
CSX Corp
CSX
$65.1B
$278K 0.02%
8,513
-154
MMC icon
263
Marsh & McLennan
MMC
$89.8B
$275K 0.02%
1,256
DHI icon
264
D.R. Horton
DHI
$46.3B
$274K 0.02%
2,127
JAAA icon
265
Janus Henderson AAA CLO ETF
JAAA
$25.2B
$267K 0.02%
5,270
+990
MU icon
266
Micron Technology
MU
$270B
$262K 0.02%
+2,123
WCN icon
267
Waste Connections
WCN
$44.4B
$259K 0.02%
1,391
ETR icon
268
Entergy
ETR
$41.5B
$259K 0.02%
3,134
JCI icon
269
Johnson Controls International
JCI
$70.5B
$258K 0.02%
2,439
-355
CPRT icon
270
Copart
CPRT
$37.7B
$258K 0.02%
5,248
-2,608
IDXX icon
271
Idexx Laboratories
IDXX
$58.5B
$255K 0.02%
+475
DD icon
272
DuPont de Nemours
DD
$16.6B
$254K 0.02%
3,704
-35
IHI icon
273
iShares US Medical Devices ETF
IHI
$4.26B
$254K 0.02%
+4,055
HCA icon
274
HCA Healthcare
HCA
$114B
$254K 0.02%
662
EPD icon
275
Enterprise Products Partners
EPD
$69.2B
$251K 0.02%
8,098
9 10
11
12 13