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
IYW icon
276
iShares US Technology ETF
IYW
$20.4B
$257K 0.02%
+1,418
VRT icon
277
Vertiv
VRT
$120B
$243K 0.02%
+971
FDX icon
278
FedEx
FDX
$94.2B
$243K 0.02%
+682
DD icon
279
DuPont de Nemours
DD
$19.1B
$240K 0.02%
+5,230
SCHE icon
280
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$238K 0.02%
7,219
+536
MTB icon
281
M&T Bank
MTB
$32.2B
$232K 0.02%
1,121
-90
TD icon
282
Toronto Dominion Bank
TD
$176B
$231K 0.02%
2,478
VTV icon
283
Vanguard Value ETF
VTV
$169B
$231K 0.02%
1,177
RBC icon
284
RBC Bearings
RBC
$18.7B
$231K 0.02%
425
-300
FMNB icon
285
Farmers National Banc Corp
FMNB
$810M
$228K 0.02%
+17,331
KMB icon
286
Kimberly-Clark
KMB
$32.1B
$227K 0.02%
2,354
WCN icon
287
Waste Connections
WCN
$40.2B
$225K 0.02%
1,391
FBTC icon
288
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.89B
$218K 0.02%
3,697
+122
AMP icon
289
Ameriprise Financial
AMP
$41.8B
$217K 0.02%
488
-150
VB icon
290
Vanguard Small-Cap ETF
VB
$76.8B
$215K 0.02%
822
-115
SPIB icon
291
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$215K 0.02%
+6,419
NOC icon
292
Northrop Grumman
NOC
$86.8B
$214K 0.02%
+313
HSY icon
293
Hershey
HSY
$38.2B
$208K 0.01%
1,000
-320
TSCO icon
294
Tractor Supply
TSCO
$20.8B
$205K 0.01%
4,525
PYPL icon
295
PayPal
PYPL
$45.8B
$205K 0.01%
4,525
-5,748
RAL
296
Ralliant Corp
RAL
$5.18B
$201K 0.01%
4,832
-776
MDY icon
297
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26B
$200K 0.01%
325
-30
VTRS icon
298
Viatris
VTRS
$17.2B
$136K 0.01%
+10,057
AMD icon
299
Advanced Micro Devices
AMD
$464B
– –
-1,565
AXON icon
300
Axon Enterprise
AXON
$32.6B
– –
-392
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