YIA
YHB Investment Advisors Portfolio holdings
AUM
$1.37B
1-Year Est. Return
18.36%
1 Year Est. Return
+18.36%
AUM
$1.37B
AUM Growth
+$72.1M
(+5.6%)
Holding
311
Top Buys
| 1 | +$7.58M | |
| 2 | +$6.36M | |
| 3 | +$4.23M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.33M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.18M |
Top Sells
| 1 | +$11M | |
| 2 | +$5.89M | |
| 3 | +$3.64M | |
| 4 |
Blackrock
BLK
|
+$3.29M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$2.55M |
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 | |
|---|---|---|---|---|---|---|
301
Verizon
VZ
$171B
| – | – |
-4,691
|
|
||
302
Energy Vault
NRGV
$607M
| – | – |
-33,000
|
|
||
303
Lam Research
LRCX
$178B
| – | – |
-113,424
|
|
||
304
iShares US Medical Devices ETF
IHI
$4.2B
| – | – |
-4,055
|
|
||
305
iShares US Healthcare Providers ETF
IHF
$829M
| – | – |
-4,532
|
|
||
306
Element Solutions
ESI
$6.18B
| – | – |
-9,890
|
|
||
307
CrowdStrike
CRWD
$122B
| – | – |
-550
|
|
||
308
Copart
CPRT
$42.9B
| – | – |
-5,248
|
|
||
309
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
| – | – |
-9,762
|
|
||
|
310
Blackrock
BLK
$180B
| – | – |
-3,140
|
|
||
311
Align Technology
ALGN
$9.46B
| – | – |
-2,297
|
|