YIA

YHB Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.02M
3
+$773K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$761K
5
ETN icon
Eaton
ETN
+$718K

Top Sells

1
+$12.4M
2
+$3.65M
3
+$2.93M
4
BLK icon
Blackrock
BLK
+$2.28M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.19M

Sector Composition

1 Technology 21.43%
2 Healthcare 12.74%
3 Financials 9.26%
4 Consumer Discretionary 8.53%
5 Industrials 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$216K 0.02%
3,269
-935
277
$210K 0.02%
+368
278
$209K 0.02%
+2,836
279
$203K 0.02%
+1,950
280
$202K 0.02%
+1,125
281
– –
-2,899
282
– –
-1,414
283
– –
-1,316
284
– –
-3,110
285
– –
-1,863
286
– –
-36,194
287
– –
-13,630
288
– –
-116,090
289
– –
-11,550
8 9 10 11
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