YIA

YHB Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
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
+$1.9M
3
+$1.38M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.31M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.24M

Top Sells

1
+$1.84M
2
+$1.61M
3
+$1.17M
4
COST icon
Costco
COST
+$970K
5
AAPL icon
Apple
AAPL
+$852K

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
76
$4.13M 0.34%
65,962
+1,577
77
$4.09M 0.34%
9,767
-340
78
$4.04M 0.33%
17,414
+6,477
79
$4.02M 0.33%
77,713
+36,640
80
$3.86M 0.32%
15,950
+5
81
$3.76M 0.31%
22,533
82
$3.75M 0.31%
42,613
+5,957
83
$3.44M 0.28%
6,738
-218
84
$3.43M 0.28%
31,861
-773
85
$3.41M 0.28%
30,626
+370
86
$3.29M 0.27%
9,363
+863
87
$3.25M 0.27%
53,908
+35,158
88
$3.19M 0.26%
85,110
+8,502
89
$3.15M 0.26%
46,105
-338
90
$3.09M 0.25%
10,675
-898
91
$3.05M 0.25%
82,270
+3,137
92
$2.99M 0.25%
52,982
-2,893
93
$2.94M 0.24%
27,778
+409
94
$2.86M 0.24%
37,529
-1,301
95
$2.84M 0.23%
22,608
+2,085
96
$2.8M 0.23%
36,958
-4,171
97
$2.78M 0.23%
15,586
-171
98
$2.78M 0.23%
72,367
+898
99
$2.75M 0.23%
21,355
-49
100
$2.75M 0.23%
11,117
-236
2 3
4
5 6