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
$1.22B
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
101
$2.61M 0.21%
112,514
+21,935
102
$2.55M 0.21%
42,715
-3,575
103
$2.55M 0.21%
11,980
-3,070
104
$2.52M 0.21%
12,003
+411
105
$2.42M 0.2%
756
+25
106
$2.38M 0.2%
7,249
-1,601
107
$2.38M 0.2%
8,830
-20
108
$2.33M 0.19%
40,173
+3,095
109
$2.32M 0.19%
33,049
-1,665
110
$2.26M 0.19%
4,292
+141
111
$2.19M 0.18%
8,888
-25
112
$2.17M 0.18%
95,507
-1,720
113
$2.15M 0.18%
30,545
-391
114
$2.14M 0.18%
9,225
-644
115
$2.13M 0.18%
23,011
-406
116
$2.1M 0.17%
10,427
+46
117
$2.1M 0.17%
18,244
+1
118
$2.04M 0.17%
8,993
-682
119
$2.02M 0.17%
56,120
-142
120
$2.01M 0.17%
5,447
-223
121
$1.96M 0.16%
20,461
-394
122
$1.92M 0.16%
24,637
-899
123
$1.86M 0.15%
27,000
-737
124
$1.86M 0.15%
18,268
-1,164
125
$1.77M 0.15%
5,961
-125
3 4
5
6 7