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
276
$250K 0.02%
1,102
-161
277
$250K 0.02%
+377
278
$246K 0.02%
2,271
-15
279
$241K 0.02%
1,831
280
$239K 0.02%
4,525
281
$237K 0.02%
8,267
-71
282
$237K 0.02%
1,262
283
$236K 0.02%
1,950
284
$235K 0.02%
1,211
-70
285
$235K 0.02%
1,327
-20
286
$234K 0.02%
987
+1
287
$231K 0.02%
+3,097
288
$229K 0.02%
2,257
289
$226K 0.02%
1,232
290
$224K 0.02%
9,890
291
$220K 0.02%
+4,532
292
$219K 0.02%
1,320
293
$217K 0.02%
+1,532
294
$214K 0.02%
+378
295
$213K 0.02%
+1,308
296
$202K 0.02%
4,691
-533
297
$202K 0.02%
9,762
-5,655
298
$201K 0.02%
6,666
-550
299
$23.7K ﹤0.01%
33,000
300
– –
-6,185
9 10 11
12
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