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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTU icon
26
Intuit
INTU
$180B
$14.2M 1.04%
20,848
+252
IVW icon
27
iShares S&P 500 Growth ETF
IVW
$65.8B
$13.1M 0.95%
108,150
+122
AMGN icon
28
Amgen
AMGN
$159B
$12.7M 0.93%
45,125
+468
TSM icon
29
TSMC
TSM
$1.56T
$12.3M 0.9%
43,973
+427
TJX icon
30
TJX Companies
TJX
$159B
$11.7M 0.86%
81,171
-226
IEFA icon
31
iShares Core MSCI EAFE ETF
IEFA
$157B
$11.1M 0.81%
126,777
+13,540
META icon
32
Meta Platforms (Facebook)
META
$1.79T
$10.1M 0.74%
13,696
-110
ISRG icon
33
Intuitive Surgical
ISRG
$156B
$9.86M 0.72%
22,043
+62
EAGL
34
Eagle Capital Select Equity ETF
EAGL
$3.2B
$9.75M 0.71%
312,008
WMT icon
35
Walmart
WMT
$849B
$9.61M 0.7%
93,229
+2,731
PANW icon
36
Palo Alto Networks
PANW
$139B
$9.14M 0.67%
44,864
+1,503
SCHD icon
37
Schwab US Dividend Equity ETF
SCHD
$70B
$8.77M 0.64%
321,159
-31,063
AON icon
38
Aon
AON
$74B
$8.75M 0.64%
24,535
+30
NFLX icon
39
Netflix
NFLX
$503B
$8.43M 0.62%
7,033
+426
UNP icon
40
Union Pacific
UNP
$133B
$8.33M 0.61%
35,257
-589
GS icon
41
Goldman Sachs
GS
$234B
$8.32M 0.61%
10,444
ABBV icon
42
AbbVie
ABBV
$401B
$8.31M 0.61%
35,903
-309
MCD icon
43
McDonald's
MCD
$218B
$8.25M 0.6%
27,137
-869
MINT icon
44
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$7.89M 0.58%
78,406
+2,236
RTX icon
45
RTX Corp
RTX
$210B
$7.82M 0.57%
46,728
-165
NEE icon
46
NextEra Energy
NEE
$175B
$7.68M 0.56%
101,727
-748
SMLF icon
47
iShares US Small Cap Equity Factor ETF
SMLF
$2.32B
$7.58M 0.55%
+101,916
WWD icon
48
Woodward
WWD
$14.8B
$7.58M 0.55%
29,980
-350
VOO icon
49
Vanguard S&P 500 ETF
VOO
$757B
$7.54M 0.55%
12,313
-3,815
IVE icon
50
iShares S&P 500 Value ETF
IVE
$41.7B
$7.35M 0.54%
35,584
+146
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