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
26
$14.2M 1.04%
20,848
+252
27
$13.1M 0.95%
108,150
+122
28
$12.7M 0.93%
45,125
+468
29
$12.3M 0.9%
43,973
+427
30
$11.7M 0.86%
81,171
-226
31
$11.1M 0.81%
126,777
+13,540
32
$10.1M 0.74%
13,696
-110
33
$9.86M 0.72%
22,043
+62
34
$9.75M 0.71%
312,008
35
$9.61M 0.7%
93,229
+2,731
36
$9.14M 0.67%
44,864
+1,503
37
$8.77M 0.64%
321,159
-31,063
38
$8.75M 0.64%
24,535
+30
39
$8.43M 0.62%
70,330
+4,260
40
$8.33M 0.61%
35,257
-589
41
$8.32M 0.61%
10,444
42
$8.31M 0.61%
35,903
-309
43
$8.25M 0.6%
27,137
-869
44
$7.89M 0.58%
78,406
+2,236
45
$7.82M 0.57%
46,728
-165
46
$7.68M 0.56%
101,727
-748
47
$7.58M 0.55%
+101,916
48
$7.58M 0.55%
29,980
-350
49
$7.54M 0.55%
12,313
-3,815
50
$7.35M 0.54%
35,584
+146
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