YIA

YHB Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.08%
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$98.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
305
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.86M
3
+$1.65M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.4M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.23M

Top Sells

1
+$3.88M
2
+$2.15M
3
+$1.09M
4
NVDA icon
NVIDIA
NVDA
+$813K
5
FTV icon
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
26
$12.5M 0.96%
44,657
+1,087
27
$11.9M 0.92%
21,981
+210
28
$11.9M 0.92%
108,028
+118
29
$11M 0.85%
113,424
-283
30
$10.2M 0.79%
13,806
+47
31
$10.1M 0.78%
81,397
+598
32
$9.86M 0.76%
43,546
+1,059
33
$9.45M 0.73%
113,237
+19,773
34
$9.42M 0.73%
312,008
35
$9.33M 0.72%
352,222
+4,464
36
$9.24M 0.71%
29,605
-94
37
$9.16M 0.71%
16,128
+148
38
$8.87M 0.68%
43,361
+1,826
39
$8.85M 0.68%
90,498
+3,405
40
$8.85M 0.68%
66,070
+15,240
41
$8.74M 0.67%
24,505
-300
42
$8.39M 0.65%
165,560
+27,621
43
$8.25M 0.64%
35,846
-435
44
$8.18M 0.63%
28,006
-86
45
$7.66M 0.59%
76,170
-1,505
46
$7.45M 0.57%
70,447
+2,093
47
$7.43M 0.57%
30,330
-31
48
$7.39M 0.57%
10,444
49
$7.33M 0.57%
19,638
+504
50
$7.11M 0.55%
102,475
-160
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