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
251
$312K 0.02%
2,346
252
$310K 0.02%
760
253
$310K 0.02%
670
-37
254
$302K 0.02%
575
255
$296K 0.02%
768
256
$292K 0.02%
+3,111
257
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7,134
+20
258
$290K 0.02%
5,727
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259
$286K 0.02%
2,064
260
$282K 0.02%
12,889
261
$280K 0.02%
550
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262
$278K 0.02%
8,513
-154
263
$275K 0.02%
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264
$274K 0.02%
2,127
265
$267K 0.02%
5,270
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266
$262K 0.02%
+2,123
267
$259K 0.02%
1,391
268
$259K 0.02%
3,134
269
$258K 0.02%
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270
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5,248
-2,608
271
$255K 0.02%
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272
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8,853
-83
273
$254K 0.02%
+4,055
274
$254K 0.02%
662
275
$251K 0.02%
8,098
9 10
11
12 13