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
101
$2.93M 0.23%
46,640
+2,970
102
$2.93M 0.23%
27,857
-304
103
$2.82M 0.22%
10,575
104
$2.79M 0.22%
41,374
-224
105
$2.65M 0.2%
34,926
-1,449
106
$2.53M 0.2%
8,852
+62
107
$2.52M 0.19%
11,009
+196
108
$2.52M 0.19%
59,977
+3,513
109
$2.51M 0.19%
29,524
+1
110
$2.49M 0.19%
21,291
-511
111
$2.39M 0.18%
29,839
-2,153
112
$2.39M 0.18%
4,251
+86
113
$2.37M 0.18%
99,482
+2,203
114
$2.3M 0.18%
8,355
-264
115
$2.26M 0.17%
22,796
-33
116
$2.23M 0.17%
30,681
-7,491
117
$2.18M 0.17%
14,158
+12,079
118
$2.13M 0.16%
5,470
-75
119
$2.08M 0.16%
11,372
+3,550
120
$2.07M 0.16%
17,085
-1,373
121
$2.07M 0.16%
27,813
-164
122
$2M 0.15%
39,857
+5,197
123
$2M 0.15%
38,124
-14,202
124
$1.94M 0.15%
18,638
-1,997
125
$1.93M 0.15%
8,693
-12
3 4
5
6 7