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
76
$4.44M 0.34%
9,472
-265
77
$4.41M 0.34%
47,047
-6,238
78
$4.3M 0.33%
30,031
-2,891
79
$4.29M 0.33%
15,716
-295
80
$4.22M 0.33%
43,919
-89
81
$4.12M 0.32%
26,957
-1,533
82
$4.08M 0.31%
26,130
-591
83
$3.97M 0.31%
27,327
-815
84
$3.97M 0.31%
7,193
+3
85
$3.82M 0.3%
12,179
-705
86
$3.7M 0.29%
29,862
-99
87
$3.58M 0.28%
16,829
+1,320
88
$3.54M 0.27%
63,119
+1,251
89
$3.53M 0.27%
144,493
+22,341
90
$3.42M 0.26%
31,701
-72
91
$3.38M 0.26%
11,123
+1,425
92
$3.37M 0.26%
45,990
-37
93
$3.3M 0.25%
18,144
+6,787
94
$3.29M 0.25%
3,140
+68
95
$3.18M 0.25%
22,608
-112
96
$3.12M 0.24%
73,074
+1,217
97
$3.03M 0.23%
12,062
-455
98
$3.02M 0.23%
813
+29
99
$2.96M 0.23%
5,599
-1,283
100
$2.95M 0.23%
82,635
-182
2 3
4
5 6