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
$1.37B
AUM Growth
+$72.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$7.29M
2
+$6.35M
3
+$4.13M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.28M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.15M

Top Sells

1
+$11M
2
+$5.7M
3
+$3.29M
4
UNH icon
UnitedHealth
UNH
+$3.19M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.5M

Sector Composition

1 Technology 23.4%
2 Financials 9.71%
3 Healthcare 8.93%
4 Consumer Discretionary 8.39%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$247K 0.02%
1,950
277
$247K 0.02%
1,320
278
$245K 0.02%
1,391
279
$239K 0.02%
1,211
280
$238K 0.02%
937
-50
281
$235K 0.02%
1,831
282
$230K 0.02%
1,195
-346
283
$226K 0.02%
+348
284
$224K 0.02%
1,308
285
$221K 0.02%
937
-165
286
$219K 0.02%
368
-10
287
$218K 0.02%
+2,124
288
$217K 0.02%
+3,230
289
$214K 0.02%
+3,816
290
$213K 0.02%
+6,390
291
$213K 0.02%
2,257
292
$210K 0.02%
1,262
293
$209K 0.02%
3,097
294
$209K 0.02%
1,242
+10
295
$208K 0.02%
+677
296
$204K 0.02%
+1,652
297
$204K 0.01%
7,219
-1,048
298
$202K 0.01%
+4,036
299
$200K 0.01%
6,666
300
– –
-9,664
9 10 11
12
13