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
$1.3B
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
AMGN icon
26
Amgen
AMGN
$182B
$12.5M 0.96%
44,657
+1,087
ISRG icon
27
Intuitive Surgical
ISRG
$201B
$11.9M 0.92%
21,981
+210
IVW icon
28
iShares S&P 500 Growth ETF
IVW
$66.6B
$11.9M 0.92%
108,028
+118
LRCX icon
29
Lam Research
LRCX
$199B
$11M 0.85%
113,424
-283
META icon
30
Meta Platforms (Facebook)
META
$1.63T
$10.2M 0.79%
13,806
+47
TJX icon
31
TJX Companies
TJX
$167B
$10.1M 0.78%
81,397
+598
TSM icon
32
TSMC
TSM
$1.51T
$9.86M 0.76%
43,546
+1,059
IEFA icon
33
iShares Core MSCI EAFE ETF
IEFA
$160B
$9.45M 0.73%
113,237
+19,773
EAGL
34
Eagle Capital Select Equity ETF
EAGL
$3.4B
$9.42M 0.73%
312,008
SCHD icon
35
Schwab US Dividend Equity ETF
SCHD
$70.6B
$9.33M 0.72%
352,222
+4,464
UNH icon
36
UnitedHealth
UNH
$294B
$9.24M 0.71%
29,605
-94
VOO icon
37
Vanguard S&P 500 ETF
VOO
$800B
$9.16M 0.71%
16,128
+148
PANW icon
38
Palo Alto Networks
PANW
$132B
$8.87M 0.68%
43,361
+1,826
WMT icon
39
Walmart
WMT
$896B
$8.85M 0.68%
90,498
+3,405
NFLX icon
40
Netflix
NFLX
$463B
$8.85M 0.68%
66,070
+15,240
AON icon
41
Aon
AON
$74.3B
$8.74M 0.67%
24,505
-300
JPST icon
42
JPMorgan Ultra-Short Income ETF
JPST
$35B
$8.39M 0.65%
165,560
+27,621
UNP icon
43
Union Pacific
UNP
$138B
$8.25M 0.64%
35,846
-435
MCD icon
44
McDonald's
MCD
$214B
$8.18M 0.63%
28,006
-86
MINT icon
45
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
$7.66M 0.59%
76,170
-1,505
FTNT icon
46
Fortinet
FTNT
$61.7B
$7.45M 0.57%
70,447
+2,093
WWD icon
47
Woodward
WWD
$17.8B
$7.43M 0.57%
30,330
-31
GS icon
48
Goldman Sachs
GS
$245B
$7.39M 0.57%
10,444
CSL icon
49
Carlisle Companies
CSL
$13.4B
$7.33M 0.57%
19,638
+504
NEE icon
50
NextEra Energy
NEE
$176B
$7.11M 0.55%
102,475
-160
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