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
$1.3B
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
AXP icon
126
American Express
AXP
$248B
$1.91M 0.15%
5,978
+11
HON icon
127
Honeywell
HON
$123B
$1.78M 0.14%
7,624
-2,801
ALC icon
128
Alcon
ALC
$38.9B
$1.77M 0.14%
20,039
+455
VLTO icon
129
Veralto
VLTO
$25.3B
$1.73M 0.13%
17,127
-626
NKE icon
130
Nike
NKE
$96B
$1.72M 0.13%
24,263
-3,615
APO icon
131
Apollo Global Management
APO
$76.7B
$1.68M 0.13%
11,829
+1,147
PSX icon
132
Phillips 66
PSX
$55.4B
$1.61M 0.12%
13,472
+307
CSCO icon
133
Cisco
CSCO
$304B
$1.59M 0.12%
22,935
-438
COP icon
134
ConocoPhillips
COP
$110B
$1.58M 0.12%
17,625
+682
PBE icon
135
Invesco Biotechnology & Genome ETF
PBE
$257M
$1.55M 0.12%
24,256
-250
IUSG icon
136
iShares Core S&P US Growth ETF
IUSG
$26.1B
$1.55M 0.12%
10,323
-374
ITW icon
137
Illinois Tool Works
ITW
$72.1B
$1.54M 0.12%
6,226
-416
CI icon
138
Cigna
CI
$73.2B
$1.49M 0.11%
4,493
+2,230
SGOV icon
139
iShares 0-3 Month Treasury Bond ETF
SGOV
$64.4B
$1.47M 0.11%
14,550
+5,850
TDG icon
140
TransDigm Group
TDG
$75.7B
$1.44M 0.11%
948
+46
BDX icon
141
Becton Dickinson
BDX
$54.4B
$1.42M 0.11%
8,218
-785
IBM icon
142
IBM
IBM
$282B
$1.4M 0.11%
4,760
+55
XLK icon
143
State Street Technology Select Sector SPDR ETF
XLK
$94.6B
$1.39M 0.11%
5,477
+3,308
ADP icon
144
Automatic Data Processing
ADP
$104B
$1.32M 0.1%
4,296
-76
PFE icon
145
Pfizer
PFE
$143B
$1.31M 0.1%
53,898
-6,608
VCSH icon
146
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$1.3M 0.1%
16,386
-7,081
PLTR icon
147
Palantir
PLTR
$407B
$1.3M 0.1%
9,546
+1,108
CASY icon
148
Casey's General Stores
CASY
$21.1B
$1.3M 0.1%
2,546
+607
IJK icon
149
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.11B
$1.22M 0.09%
13,412
-25
CL icon
150
Colgate-Palmolive
CL
$63.5B
$1.2M 0.09%
13,179
-145
4 5
6
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