YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.4%
This Quarter Est. Return
1 Year Est. Return
+18.4%
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
+$1.89M
3
+$1.5M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.33M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M

Top Sells

1
+$1.83M
2
+$1.57M
3
+$1.09M
4
COST icon
Costco
COST
+$958K
5
AAPL icon
Apple
AAPL
+$906K

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
126
$1.77M 0.15%
28,526
-118
127
$1.77M 0.15%
6,968
-491
128
$1.69M 0.14%
9,657
+7,612
129
$1.69M 0.14%
17,055
+3,260
130
$1.64M 0.14%
19,374
-40
131
$1.63M 0.13%
24,506
-50
132
$1.61M 0.13%
60,557
-2,580
133
$1.52M 0.12%
12,900
-300
134
$1.47M 0.12%
10,577
+992
135
$1.47M 0.12%
12,892
-272
136
$1.47M 0.12%
29,460
+10,880
137
$1.37M 0.11%
23,063
-2,205
138
$1.36M 0.11%
8,209
+711
139
$1.32M 0.11%
13,296
-1,400
140
$1.28M 0.1%
4,359
+363
141
$1.26M 0.1%
13,837
142
$1.24M 0.1%
13,589
-2,501
143
$1.21M 0.1%
39,355
+49
144
$1.14M 0.09%
898
145
$1.11M 0.09%
12,972
-350
146
$1.11M 0.09%
12,236
+53
147
$1.09M 0.09%
4,206
+1,252
148
$1.07M 0.09%
50,240
-36,248
149
$1.05M 0.09%
12,119
+1,037
150
$1.01M 0.08%
2,491
-122
4 5
6
7 8