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
51
$6.93M 0.53%
35,438
+147
52
$6.92M 0.53%
52,421
-29,415
53
$6.85M 0.53%
46,893
+105
54
$6.72M 0.52%
36,212
+30
55
$6.65M 0.51%
18,640
+791
56
$6.51M 0.5%
27,328
+1,469
57
$5.97M 0.46%
21,909
+534
58
$5.82M 0.45%
28,305
+1,320
59
$5.78M 0.45%
36,290
-602
60
$5.65M 0.44%
139,581
+2,990
61
$5.6M 0.43%
25,944
+1,711
62
$5.56M 0.43%
7,139
+271
63
$5.45M 0.42%
16,640
-190
64
$5.45M 0.42%
21,172
-39
65
$5.24M 0.4%
35,380
-281
66
$5.24M 0.4%
99,318
+13,841
67
$5.22M 0.4%
86,957
+7,945
68
$5.18M 0.4%
18,777
+451
69
$5.09M 0.39%
99,875
-5,067
70
$5.01M 0.39%
47,473
+82
71
$5M 0.39%
16,418
+48
72
$4.88M 0.38%
4,695
+175
73
$4.85M 0.37%
68,888
+277
74
$4.52M 0.35%
47,481
+1,811
75
$4.45M 0.34%
103,048
+13,820
1 2
3
4 5