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
$1.3B
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
151
$1.2M 0.09%
9,300
+100
152
$1.17M 0.09%
37,885
-550
153
$1.16M 0.09%
38,316
+1,549
154
$1.11M 0.09%
12,786
+550
155
$1.08M 0.08%
15,274
+965
156
$1.07M 0.08%
21,370
+1,800
157
$1.01M 0.08%
11,392
+34
158
$1.01M 0.08%
23,820
+7,394
159
$1M 0.08%
4,187
+7
160
$987K 0.08%
+1,231
161
$972K 0.08%
46,428
-1,256
162
$955K 0.07%
20,191
-863
163
$947K 0.07%
17,779
+1,998
164
$936K 0.07%
12,592
-230
165
$911K 0.07%
2,654
+467
166
$892K 0.07%
12,557
167
$869K 0.07%
9,468
+196
168
$856K 0.07%
2,017
+37
169
$842K 0.07%
4,062
-6
170
$839K 0.06%
17,392
+438
171
$838K 0.06%
4,578
-272
172
$821K 0.06%
32,449
+2,223
173
$811K 0.06%
5,421
+3,051
174
$785K 0.06%
+12,549
175
$777K 0.06%
1,900
5 6
7
8 9