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
76
$4.58M 0.34%
4,808
+113
77
$4.47M 0.33%
7,451
+258
78
$4.45M 0.33%
44,861
-2,186
79
$4.27M 0.31%
8,987
-485
80
$4.23M 0.31%
+36,861
81
$4.09M 0.3%
15,717
+1
82
$3.86M 0.28%
146,558
+2,065
83
$3.77M 0.28%
42,985
-934
84
$3.72M 0.27%
12,180
+118
85
$3.59M 0.26%
22,608
86
$3.59M 0.26%
16,904
+75
87
$3.55M 0.26%
10,812
-311
88
$3.51M 0.26%
31,173
-528
89
$3.51M 0.26%
817
+4
90
$3.44M 0.25%
5,600
+1
91
$3.44M 0.25%
23,515
-2,615
92
$3.42M 0.25%
73,129
+55
93
$3.36M 0.25%
29,372
-490
94
$3.33M 0.24%
26,231
-1,096
95
$3.19M 0.23%
27,854
-3
96
$3M 0.22%
29,524
97
$2.94M 0.22%
37,541
+6,860
98
$2.89M 0.21%
58,937
-1,040
99
$2.82M 0.21%
53,230
-46,088
100
$2.79M 0.2%
9,056
+204
2 3
4
5 6