YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
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 +$7.58M
2 +$6.36M
3 +$4.23M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.33M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.18M

Top Sells

1 +$11M
2 +$5.89M
3 +$3.64M
4
BLK icon
Blackrock
BLK
+$3.29M
5
RSP icon
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%