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
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-33,000
311
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