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
SGOV icon
176
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.6B
$856K 0.06%
8,500
-6,050
TSLA icon
177
Tesla
TSLA
$1.47T
$847K 0.06%
1,904
-11
VUG icon
178
Vanguard Growth ETF
VUG
$197B
$839K 0.06%
1,750
PYPL icon
179
PayPal
PYPL
$66.9B
$811K 0.06%
12,087
-505
CAT icon
180
Caterpillar
CAT
$246B
$809K 0.06%
1,695
+1
EUSA icon
181
iShares MSCI USA Equal Weighted ETF
EUSA
$1.54B
$793K 0.06%
7,700
SCHM icon
182
Schwab US Mid-Cap ETF
SCHM
$13.6B
$779K 0.06%
26,287
-181
HUM icon
183
Humana
HUM
$35.5B
$774K 0.06%
2,974
MMM icon
184
3M
MMM
$88.8B
$760K 0.06%
4,898
SO icon
185
Southern Company
SO
$107B
$756K 0.06%
7,974
-1,494
MRK icon
186
Merck
MRK
$219B
$719K 0.05%
8,563
-20
ABT icon
187
Abbott
ABT
$222B
$693K 0.05%
5,176
-265
TXN icon
188
Texas Instruments
TXN
$164B
$683K 0.05%
3,720
SAP icon
189
SAP
SAP
$327B
$671K 0.05%
2,513
VIG icon
190
Vanguard Dividend Appreciation ETF
VIG
$98.5B
$665K 0.05%
3,083
-155
PIO icon
191
Invesco Global Water ETF
PIO
$282M
$661K 0.05%
14,720
SUB icon
192
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$658K 0.05%
6,165
-880
SCHA icon
193
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$657K 0.05%
23,556
-8,893
GILD icon
194
Gilead Sciences
GILD
$154B
$655K 0.05%
5,904
WRB icon
195
W.R. Berkley
WRB
$28.4B
$633K 0.05%
8,261
-75
VNQ icon
196
Vanguard Real Estate ETF
VNQ
$34.4B
$604K 0.04%
6,607
-100
EL icon
197
Estee Lauder
EL
$35.5B
$597K 0.04%
6,772
-637
USRT icon
198
iShares Core US REIT ETF
USRT
$3.19B
$582K 0.04%
9,908
-124
VEU icon
199
Vanguard FTSE All-World ex-US ETF
VEU
$51.1B
$579K 0.04%
8,110
+2
XLF icon
200
Financial Select Sector SPDR Fund
XLF
$54.2B
$564K 0.04%
10,461
+826
6 7
8
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