YIA
YHB Investment Advisors Portfolio holdings
AUM
$1.37B
1-Year Est. Return
18.4%
1 Year Est. Return
+18.4%
AUM
$1.3B
AUM Growth
+$98.2M
(+8.2%)
Holding
305
Top Buys
| 1 | +$2.04M | |
| 2 | +$1.86M | |
| 3 | +$1.65M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.4M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.23M |
Top Sells
| 1 | +$3.88M | |
| 2 | +$2.15M | |
| 3 | +$1.09M | |
| 4 |
NVIDIA
NVDA
|
+$813K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
DFS
301
DELISTED
Discover Financial Services
DFS
| – | – |
-1,296
|
|
||
302
Duke Energy
DUK
$93.1B
| – | – |
-1,643
|
|
||
|
FISV
303
Fiserv Inc
FISV
$34B
| – | – |
-1,043
|
|
||
304
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
| – | – |
-4,036
|
|
||
305
Essential Utilities
WTRG
$11B
| – | – |
-6,185
|
|