YIA

YHB Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$80M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$7.25M
3
+$5.82M
4
BLK icon
Blackrock
BLK
+$3.5M
5
EQWL icon
Invesco S&P 100 Equal Weight ETF
EQWL
+$2.5M

Top Sells

1
+$2.69M
2
+$1.29M
3
+$1.27M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$769K

Sector Composition

1 Technology 22.75%
2 Financials 9.64%
3 Healthcare 9.4%
4 Communication Services 8.33%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BDX icon
176
Becton Dickinson
BDX
$50.2B
$924K 0.06%
4,763
-826
CL icon
177
Colgate-Palmolive
CL
$78B
$905K 0.06%
11,447
-562
TSLA icon
178
Tesla
TSLA
$1.47T
$902K 0.06%
2,006
+102
ASML icon
179
ASML
ASML
$525B
$894K 0.06%
836
-614
MRK icon
180
Merck
MRK
$296B
$879K 0.06%
8,348
-215
PWR icon
181
Quanta Services
PWR
$84.7B
$864K 0.06%
2,048
-202
VUG icon
182
Vanguard Growth ETF
VUG
$194B
$857K 0.06%
1,757
+7
LEN icon
183
Lennar Class A
LEN
$26.8B
$823K 0.06%
8,001
+1,001
SCHM icon
184
Schwab US Mid-Cap ETF
SCHM
$13.5B
$810K 0.06%
26,935
+648
EUSA icon
185
iShares MSCI USA Equal Weighted ETF
EUSA
$1.56B
$796K 0.06%
7,700
SAP icon
186
SAP
SAP
$229B
$785K 0.05%
3,231
+718
GILD icon
187
Gilead Sciences
GILD
$184B
$725K 0.05%
5,904
MMM icon
188
3M
MMM
$83.5B
$703K 0.05%
4,388
-510
MELI icon
189
Mercado Libre
MELI
$86.9B
$685K 0.05%
+340
CTSH icon
190
Cognizant
CTSH
$30.8B
$680K 0.05%
8,189
-23
VIG icon
191
Vanguard Dividend Appreciation ETF
VIG
$104B
$664K 0.05%
3,023
-60
RSP icon
192
Invesco S&P 500 Equal Weight ETF
RSP
$89.2B
$656K 0.05%
3,424
-1,280
EL icon
193
Estee Lauder
EL
$35.7B
$655K 0.05%
6,254
-518
PIO icon
194
Invesco Global Water ETF
PIO
$285M
$650K 0.04%
14,720
SUB icon
195
iShares Short-Term National Muni Bond ETF
SUB
$10.8B
$633K 0.04%
5,933
-232
SCHA icon
196
Schwab U.S Small- Cap ETF
SCHA
$20.5B
$626K 0.04%
21,986
-1,570
ABT icon
197
Abbott
ABT
$197B
$625K 0.04%
4,988
-188
AA icon
198
Alcoa
AA
$16.5B
$616K 0.04%
11,583
-1,227
PYPL icon
199
PayPal
PYPL
$42.7B
$600K 0.04%
10,273
-1,814
BMY icon
200
Bristol-Myers Squibb
BMY
$125B
$599K 0.04%
11,103
-42
6 7
8
9 10