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
151
$1.14M 0.08%
21,134
+3,355
152
$1.11M 0.08%
35,820
-2,065
153
$1.09M 0.08%
21,527
+15,800
154
$1.07M 0.08%
10,752
-7,886
155
$1.07M 0.08%
35,343
-2,973
156
$1.06M 0.08%
20,552
+361
157
$1.05M 0.08%
5,589
-2,629
158
$1.04M 0.08%
6,084
+663
159
$1.04M 0.08%
13,585
+4,284
160
$1.01M 0.07%
2,904
+250
161
$1M 0.07%
22,480
-1,340
162
$996K 0.07%
15,019
-255
163
$992K 0.07%
2,117
+100
164
$991K 0.07%
10,507
-885
165
$960K 0.07%
12,009
-1,170
166
$958K 0.07%
4,062
167
$951K 0.07%
10,383
-2,403
168
$943K 0.07%
4,604
+26
169
$939K 0.07%
12,557
170
$932K 0.07%
2,250
+331
171
$915K 0.07%
17,508
+3,093
172
$914K 0.07%
17,115
-277
173
$898K 0.07%
9,579
+5,297
174
$892K 0.07%
4,704
-13,440
175
$882K 0.06%
7,000
5 6
7
8 9