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
101
$2.77M 0.2%
15,557
+1,399
102
$2.74M 0.2%
10,575
103
$2.73M 0.2%
45,685
-305
104
$2.7M 0.2%
105,018
+5,536
105
$2.64M 0.19%
41,298
-5,342
106
$2.6M 0.19%
11,214
-965
107
$2.6M 0.19%
66,251
+3,132
108
$2.59M 0.19%
82,354
-281
109
$2.53M 0.18%
27,799
-14
110
$2.52M 0.18%
40,342
-1,032
111
$2.47M 0.18%
20,413
-878
112
$2.44M 0.18%
11,044
+35
113
$2.37M 0.17%
4,161
-90
114
$2.19M 0.16%
11,252
-120
115
$2.18M 0.16%
8,686
-7
116
$2.16M 0.16%
32,262
-2,664
117
$2.15M 0.16%
25,701
-4,138
118
$2.14M 0.16%
7,906
-449
119
$2.1M 0.15%
16,091
-994
120
$2.03M 0.15%
40,047
+190
121
$1.98M 0.14%
5,960
-18
122
$1.98M 0.14%
21,618
-1,178
123
$1.9M 0.14%
13,968
+496
124
$1.77M 0.13%
3,140
+594
125
$1.77M 0.13%
5,470
3 4
5
6 7