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
$1.37B
AUM Growth
+$72.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.36M
3
+$4.23M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.33M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.18M

Top Sells

1
+$11M
2
+$5.89M
3
+$3.64M
4
BLK icon
Blackrock
BLK
+$3.29M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.55M

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
FTV icon
126
Fortive
FTV
$17.5B
$1.76M 0.13%
35,975
-2,149
VLTO icon
127
Veralto
VLTO
$25.5B
$1.74M 0.13%
16,323
-804
PLTR icon
128
Palantir
PLTR
$407B
$1.74M 0.13%
9,525
-21
PBE icon
129
Invesco Biotechnology & Genome ETF
PBE
$257M
$1.7M 0.12%
24,286
+30
COP icon
130
ConocoPhillips
COP
$121B
$1.65M 0.12%
17,441
-184
APO icon
131
Apollo Global Management
APO
$83.5B
$1.65M 0.12%
12,377
+548
NKE icon
132
Nike
NKE
$95.3B
$1.64M 0.12%
23,549
-714
HON icon
133
Honeywell
HON
$139B
$1.57M 0.11%
7,462
-162
CSCO icon
134
Cisco
CSCO
$297B
$1.57M 0.11%
22,935
IUSG icon
135
iShares Core S&P US Growth ETF
IUSG
$26.5B
$1.54M 0.11%
9,341
-982
GSY icon
136
Invesco Ultra Short Duration ETF
GSY
$3.24B
$1.46M 0.11%
28,985
+7,615
XLK icon
137
State Street Technology Select Sector SPDR ETF
XLK
$93.6B
$1.45M 0.11%
10,276
-678
ALC icon
138
Alcon
ALC
$38.8B
$1.44M 0.11%
19,294
-745
WDAY icon
139
Workday
WDAY
$49.1B
$1.41M 0.1%
5,853
+1,666
ASML icon
140
ASML
ASML
$527B
$1.4M 0.1%
1,450
+219
IBM icon
141
IBM
IBM
$286B
$1.4M 0.1%
4,961
+201
ITW icon
142
Illinois Tool Works
ITW
$76.4B
$1.39M 0.1%
5,316
-910
HELO icon
143
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.66B
$1.32M 0.1%
20,282
+7,733
ADP icon
144
Automatic Data Processing
ADP
$105B
$1.3M 0.09%
4,421
+125
IJK icon
145
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.73B
$1.28M 0.09%
13,387
-25
VCSH icon
146
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$1.28M 0.09%
16,001
-385
PFE icon
147
Pfizer
PFE
$146B
$1.27M 0.09%
50,012
-3,886
TDG icon
148
TransDigm Group
TDG
$81.7B
$1.25M 0.09%
948
ACWI icon
149
iShares MSCI ACWI ETF
ACWI
$25.9B
$1.23M 0.09%
8,925
-375
CI icon
150
Cigna
CI
$72.7B
$1.16M 0.08%
4,010
-483
4 5
6
7 8