YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
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
IGIB icon
151
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.6B
$1.14M 0.08%
21,134
+3,355
FLRN icon
152
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.69B
$1.11M 0.08%
35,820
-2,065
ICSH icon
153
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.39B
$1.09M 0.08%
21,527
+15,800
BAH icon
154
Booz Allen Hamilton
BAH
$12.4B
$1.07M 0.08%
10,752
-7,886
SPSB icon
155
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.94B
$1.07M 0.08%
35,343
-2,973
BAC icon
156
Bank of America
BAC
$378B
$1.06M 0.08%
20,552
+361
BDX icon
157
Becton Dickinson
BDX
$54.2B
$1.05M 0.08%
5,589
-2,629
BX icon
158
Blackstone
BX
$126B
$1.04M 0.08%
6,084
+663
GLDM icon
159
SPDR Gold MiniShares Trust
GLDM
$22.3B
$1.04M 0.08%
13,585
+4,284
SHW icon
160
Sherwin-Williams
SHW
$84.4B
$1.01M 0.07%
2,904
+250
XLE icon
161
Energy Select Sector SPDR Fund
XLE
$26B
$1M 0.07%
11,240
-670
KO icon
162
Coca-Cola
KO
$307B
$996K 0.07%
15,019
-255
IWF icon
163
iShares Russell 1000 Growth ETF
IWF
$124B
$992K 0.07%
2,117
+100
SLYG icon
164
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.62B
$991K 0.07%
10,507
-885
CL icon
165
Colgate-Palmolive
CL
$63.5B
$960K 0.07%
12,009
-1,170
LECO icon
166
Lincoln Electric
LECO
$13.4B
$958K 0.07%
4,062
MDYG icon
167
SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.43B
$951K 0.07%
10,383
-2,403
AMAT icon
168
Applied Materials
AMAT
$180B
$943K 0.07%
4,604
+26
VOYA icon
169
Voya Financial
VOYA
$7.19B
$939K 0.07%
12,557
PWR icon
170
Quanta Services
PWR
$65.2B
$932K 0.07%
2,250
+331
MUNI icon
171
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.25B
$915K 0.07%
17,508
+3,093
EEM icon
172
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$914K 0.07%
17,115
-277
JGRO icon
173
JPMorgan Active Growth ETF
JGRO
$7.6B
$898K 0.07%
9,579
+5,297
RSP icon
174
Invesco S&P 500 Equal Weight ETF
RSP
$75B
$892K 0.07%
4,704
-13,440
LEN icon
175
Lennar Class A
LEN
$32.7B
$882K 0.06%
7,000
5 6
7
8 9