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
$1.22B
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.9M
3
+$1.38M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.31M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.24M

Top Sells

1
+$1.84M
2
+$1.61M
3
+$1.17M
4
COST icon
Costco
COST
+$970K
5
AAPL icon
Apple
AAPL
+$852K

Sector Composition

1 Technology 22.57%
2 Healthcare 10.95%
3 Financials 9.9%
4 Consumer Discretionary 9.05%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$205K 0.02%
3,476
+26
277
$201K 0.02%
+1,831
278
– –
-1,661
279
– –
-11,091
280
– –
-4,327
281
– –
-2,836
282
– –
-659
283
– –
-2,572
284
– –
-479
285
– –
-1,091
286
– –
-8,553
287
– –
-6,017
288
– –
-4,415
289
– –
-3,631
8 9 10 11
12