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
51
$7.24M 0.53%
19,340
+700
52
$7.02M 0.51%
29,315
+1,987
53
$6.96M 0.51%
16,470
-170
54
$6.74M 0.49%
48,028
-4,393
55
$6.68M 0.49%
20,295
+657
56
$6.58M 0.48%
19,055
-10,550
57
$6.5M 0.48%
98,614
+11,657
58
$6.37M 0.47%
21,174
+2
59
$6.33M 0.46%
26,181
+237
60
$6.16M 0.45%
73,319
+2,872
61
$6.12M 0.45%
18,558
-219
62
$5.97M 0.44%
139,490
-91
63
$5.91M 0.43%
16,618
+200
64
$5.68M 0.42%
7,451
+312
65
$5.4M 0.4%
105,882
+6,007
66
$5.39M 0.39%
35,104
-1,186
67
$5.3M 0.39%
34,856
-524
68
$5.26M 0.38%
28,570
+265
69
$5.18M 0.38%
46,372
-1,101
70
$5.15M 0.38%
21,712
-197
71
$4.96M 0.36%
47,467
-14
72
$4.93M 0.36%
111,463
+8,415
73
$4.87M 0.36%
26,258
-699
74
$4.74M 0.35%
30,504
+473
75
$4.69M 0.34%
65,542
-3,346
1 2
3
4 5