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
126
$1.91M 0.15%
5,978
+11
127
$1.78M 0.14%
7,624
-2,801
128
$1.77M 0.14%
20,039
+455
129
$1.73M 0.13%
17,127
-626
130
$1.72M 0.13%
24,263
-3,615
131
$1.68M 0.13%
11,829
+1,147
132
$1.61M 0.12%
13,472
+307
133
$1.59M 0.12%
22,935
-438
134
$1.58M 0.12%
17,625
+682
135
$1.55M 0.12%
24,256
-250
136
$1.55M 0.12%
10,323
-374
137
$1.54M 0.12%
6,226
-416
138
$1.49M 0.11%
4,493
+2,230
139
$1.47M 0.11%
14,550
+5,850
140
$1.44M 0.11%
948
+46
141
$1.42M 0.11%
8,218
-785
142
$1.4M 0.11%
4,760
+55
143
$1.39M 0.11%
10,954
+6,616
144
$1.32M 0.1%
4,296
-76
145
$1.31M 0.1%
53,898
-6,608
146
$1.3M 0.1%
16,386
-7,081
147
$1.3M 0.1%
9,546
+1,108
148
$1.3M 0.1%
2,546
+607
149
$1.22M 0.09%
13,412
-25
150
$1.2M 0.09%
13,179
-145
4 5
6
7 8