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
IVE icon
51
iShares S&P 500 Value ETF
IVE
$47.2B
$6.93M 0.53%
35,438
+147
PEP icon
52
PepsiCo
PEP
$203B
$6.92M 0.53%
52,421
-29,415
RTX icon
53
RTX Corp
RTX
$226B
$6.85M 0.53%
46,893
+105
ABBV icon
54
AbbVie
ABBV
$397B
$6.72M 0.52%
36,212
+30
ETN icon
55
Eaton
ETN
$129B
$6.65M 0.51%
18,640
+791
TMUS icon
56
T-Mobile US
TMUS
$235B
$6.51M 0.5%
27,328
+1,469
CRM icon
57
Salesforce
CRM
$223B
$5.97M 0.46%
21,909
+534
NOW icon
58
ServiceNow
NOW
$171B
$5.82M 0.45%
5,661
+264
PG icon
59
Procter & Gamble
PG
$341B
$5.78M 0.45%
36,290
-602
SPDW icon
60
SPDR Portfolio Developed World ex-US ETF
SPDW
$32.6B
$5.65M 0.44%
139,581
+2,990
IWM icon
61
iShares Russell 2000 ETF
IWM
$71.1B
$5.6M 0.43%
25,944
+1,711
LLY icon
62
Eli Lilly
LLY
$936B
$5.56M 0.43%
7,139
+271
CMI icon
63
Cummins
CMI
$69.2B
$5.45M 0.42%
16,640
-190
GE icon
64
GE Aerospace
GE
$305B
$5.45M 0.42%
21,172
-39
YUM icon
65
Yum! Brands
YUM
$41B
$5.24M 0.4%
35,380
-281
IGSB icon
66
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
$5.24M 0.4%
99,318
+13,841
IEMG icon
67
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$5.22M 0.4%
86,957
+7,945
AVGO icon
68
Broadcom
AVGO
$1.8T
$5.18M 0.4%
18,777
+451
JMST icon
69
JPMorgan Ultra-Short Municipal Income ETF
JMST
$5.51B
$5.09M 0.39%
99,875
-5,067
AFL icon
70
Aflac
AFL
$57B
$5.01M 0.39%
47,473
+82
GLD icon
71
SPDR Gold Trust
GLD
$141B
$5M 0.39%
16,418
+48
GWW icon
72
W.W. Grainger
GWW
$45.7B
$4.88M 0.38%
4,695
+175
SHEL icon
73
Shell
SHEL
$211B
$4.85M 0.37%
68,888
+277
SPYG icon
74
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.5B
$4.52M 0.35%
47,481
+1,811
IQLT icon
75
iShares MSCI Intl Quality Factor ETF
IQLT
$13.2B
$4.45M 0.34%
103,048
+13,820
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3
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