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
51
$5.98M 0.49%
10,444
+260
52
$5.84M 0.48%
16,764
-54
53
$5.66M 0.46%
112,302
+4,539
54
$5.51M 0.45%
47,621
+307
55
$5.42M 0.45%
5,116
+258
56
$5.42M 0.45%
16,342
+1,483
57
$5.31M 0.44%
24,047
-259
58
$5.3M 0.44%
23,999
+1,588
59
$5M 0.41%
30,049
-120
60
$4.96M 0.41%
47,964
-1,131
61
$4.92M 0.4%
36,702
-1,074
62
$4.86M 0.4%
6,293
+901
63
$4.79M 0.39%
45,787
-1,525
64
$4.79M 0.39%
51,648
-6,276
65
$4.71M 0.39%
137,951
+1,476
66
$4.61M 0.38%
31,815
+470
67
$4.49M 0.37%
50,380
-5,300
68
$4.49M 0.37%
27,535
-1,390
69
$4.47M 0.37%
16,011
70
$4.46M 0.37%
4,236
+380
71
$4.44M 0.36%
87,538
+24,496
72
$4.34M 0.36%
12,876
-89
73
$4.23M 0.35%
29,232
-1,074
74
$4.2M 0.35%
29,947
-3,392
75
$4.17M 0.34%
79,924
+1,496
1 2
3
4 5