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
ETN icon
51
Eaton
ETN
$145B
$7.24M 0.53%
19,340
+700
TMUS icon
52
T-Mobile US
TMUS
$258B
$7.02M 0.51%
29,315
+1,987
CMI icon
53
Cummins
CMI
$56.7B
$6.96M 0.51%
16,470
-170
PEP icon
54
PepsiCo
PEP
$210B
$6.74M 0.49%
48,028
-4,393
CSL icon
55
Carlisle Companies
CSL
$13.8B
$6.68M 0.49%
20,295
+657
UNH icon
56
UnitedHealth
UNH
$323B
$6.58M 0.48%
19,055
-10,550
IEMG icon
57
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$6.5M 0.48%
98,614
+11,657
GE icon
58
GE Aerospace
GE
$318B
$6.37M 0.47%
21,174
+2
IWM icon
59
iShares Russell 2000 ETF
IWM
$69.9B
$6.33M 0.46%
26,181
+237
FTNT icon
60
Fortinet
FTNT
$63.9B
$6.16M 0.45%
73,319
+2,872
AVGO icon
61
Broadcom
AVGO
$1.65T
$6.12M 0.45%
18,558
-219
SPDW icon
62
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
$5.97M 0.44%
139,490
-91
GLD icon
63
SPDR Gold Trust
GLD
$135B
$5.91M 0.43%
16,618
+200
LLY icon
64
Eli Lilly
LLY
$720B
$5.68M 0.42%
7,451
+312
JMST icon
65
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.68B
$5.4M 0.4%
105,882
+6,007
PG icon
66
Procter & Gamble
PG
$354B
$5.39M 0.39%
35,104
-1,186
YUM icon
67
Yum! Brands
YUM
$40.3B
$5.3M 0.39%
34,856
-524
NOW icon
68
ServiceNow
NOW
$188B
$5.26M 0.38%
5,714
+53
AFL icon
69
Aflac
AFL
$57.6B
$5.18M 0.38%
46,372
-1,101
CRM icon
70
Salesforce
CRM
$231B
$5.15M 0.38%
21,712
-197
SPYG icon
71
SPDR Portfolio S&P 500 Growth ETF
SPYG
$42.3B
$4.96M 0.36%
47,467
-14
IQLT icon
72
iShares MSCI Intl Quality Factor ETF
IQLT
$13.3B
$4.93M 0.36%
111,463
+8,415
JNJ icon
73
Johnson & Johnson
JNJ
$465B
$4.87M 0.36%
26,258
-699
CVX icon
74
Chevron
CVX
$308B
$4.74M 0.35%
30,504
+473
SHEL icon
75
Shell
SHEL
$209B
$4.69M 0.34%
65,542
-3,346
1 2
3
4 5