YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.4%
This Quarter Est. Return
1 Year Est. Return
+18.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.89M
3
+$1.5M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.33M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M

Top Sells

1
+$1.83M
2
+$1.57M
3
+$1.09M
4
COST icon
Costco
COST
+$958K
5
AAPL icon
Apple
AAPL
+$906K

Sector Composition

1 Technology 22.57%
2 Healthcare 10.95%
3 Financials 9.9%
4 Consumer Discretionary 9.05%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.5M 0.94%
47,855
+4,679
27
$11.5M 0.94%
21,940
-56
28
$11.3M 0.93%
43,514
+601
29
$10.9M 0.9%
107,790
+137
30
$9.77M 0.8%
140,678
-754
31
$9.7M 0.8%
80,306
+218
32
$9.45M 0.78%
345,864
+1,683
33
$9.33M 0.77%
25,966
-125
34
$8.69M 0.71%
312,008
35
$8.42M 0.69%
29,047
-5,404
36
$8.2M 0.67%
35,973
-307
37
$8.2M 0.67%
14,000
+190
38
$7.95M 0.65%
40,275
+2,604
39
$7.57M 0.62%
75,428
-1,499
40
$7.42M 0.61%
82,149
-3,600
41
$7.19M 0.59%
100,356
-2,441
42
$7.15M 0.59%
39,312
+2,538
43
$6.84M 0.56%
18,554
+343
44
$6.74M 0.55%
20,158
+925
45
$6.71M 0.55%
35,156
+190
46
$6.57M 0.54%
93,515
+173
47
$6.52M 0.54%
36,686
+3,352
48
$6.46M 0.53%
11,980
-3,403
49
$6.22M 0.51%
65,797
+3,149
50
$6.19M 0.51%
36,914
-46
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