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
$1.22B
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.89M
3
+$1.5M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.33M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M

Top Sells

1
+$1.83M
2
+$1.57M
3
+$1.09M
4
COST icon
Costco
COST
+$958K
5
AAPL icon
Apple
AAPL
+$906K

Sector Composition

1 Technology 22.57%
2 Healthcare 10.95%
3 Financials 9.9%
4 Consumer Discretionary 9.05%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1,000K 0.08%
4,549
+474
152
$926K 0.08%
3,760
-155
153
$919K 0.08%
2,680
-303
154
$910K 0.07%
18,160
+1,320
155
$892K 0.07%
20,285
+4,921
156
$864K 0.07%
12,557
157
$856K 0.07%
4,809
-3,956
158
$853K 0.07%
13,699
-37
159
$840K 0.07%
4,027
-5,250
160
$825K 0.07%
2,055
+72
161
$789K 0.06%
4,850
+1,003
162
$788K 0.06%
30,489
-963
163
$763K 0.06%
4,068
164
$747K 0.06%
1,886
+130
165
$734K 0.06%
7,700
166
$732K 0.06%
24,513
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167
$727K 0.06%
26,241
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168
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12,835
-6,121
169
$723K 0.06%
3,855
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170
$718K 0.06%
1,749
-242
171
$716K 0.06%
8,359
-1,351
172
$711K 0.06%
13,812
+2,012
173
$710K 0.06%
16,989
-15
174
$698K 0.06%
7,840
+101
175
$685K 0.06%
2,168
+16
5 6
7
8 9