YIA
YHB Investment Advisors Portfolio holdings
AUM
$1.3B
1-Year Return
16.82%
This Quarter Return
+10.06%
1 Year Return
+16.82%
3 Year Return
+76.91%
5 Year Return
+122.82%
10 Year Return
+323.16%
AUM
$1.3B
AUM Growth
+$98.2M
(+8.2%)
Cap. Flow
+$9.99M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
32.34%
Holding
305
New
15
Increased
115
Reduced
121
Closed
6
Top Buys
| 1 |
Netflix
NFLX
|
$2.04M |
| 2 |
Welltower
WELL
|
$1.86M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.65M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.4M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.23M |
Top Sells
| 1 |
PepsiCo
PEP
|
$3.88M |
| 2 |
Accenture
ACN
|
$2.15M |
| 3 |
Apple
AAPL
|
$1.09M |
| 4 |
NVIDIA
NVDA
|
$813K |
| 5 |
Costco
COST
|
$697K |
Sector Composition
| 1 | Technology | 23.14% |
| 2 | Financials | 10.45% |
| 3 | Healthcare | 9.56% |
| 4 | Consumer Discretionary | 8.49% |
| 5 | Industrials | 7.87% |
