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
126
$1.76M 0.13%
35,975
-2,149
127
$1.74M 0.13%
16,323
-804
128
$1.74M 0.13%
9,525
-21
129
$1.7M 0.12%
24,286
+30
130
$1.65M 0.12%
17,441
-184
131
$1.65M 0.12%
12,377
+548
132
$1.64M 0.12%
23,549
-714
133
$1.57M 0.11%
7,917
-172
134
$1.57M 0.11%
22,935
135
$1.54M 0.11%
9,341
-982
136
$1.46M 0.11%
28,985
+7,615
137
$1.45M 0.11%
10,276
-678
138
$1.44M 0.11%
19,294
-745
139
$1.41M 0.1%
5,853
+1,666
140
$1.4M 0.1%
1,450
+219
141
$1.4M 0.1%
4,961
+201
142
$1.39M 0.1%
5,316
-910
143
$1.32M 0.1%
20,282
+7,733
144
$1.3M 0.09%
4,421
+125
145
$1.28M 0.09%
13,387
-25
146
$1.28M 0.09%
16,001
-385
147
$1.27M 0.09%
50,012
-3,886
148
$1.25M 0.09%
948
149
$1.23M 0.09%
8,925
-375
150
$1.16M 0.08%
4,010
-483
4 5
6
7 8