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
$1.3B
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
LEN icon
176
Lennar Class A
LEN
$32B
$774K 0.06%
7,000
+1,171
TXN icon
177
Texas Instruments
TXN
$159B
$772K 0.06%
3,720
-135
VUG icon
178
Vanguard Growth ETF
VUG
$202B
$767K 0.06%
1,750
-46
SAP icon
179
SAP
SAP
$282B
$764K 0.06%
2,513
-179
EUSA icon
180
iShares MSCI USA Equal Weighted ETF
EUSA
$1.4B
$763K 0.06%
7,700
LBRDK icon
181
Liberty Broadband Class C
LBRDK
$6.56B
$755K 0.06%
7,670
SUB icon
182
iShares Short-Term National Muni Bond ETF
SUB
$10.1B
$749K 0.06%
7,045
+166
MMM icon
183
3M
MMM
$91.1B
$746K 0.06%
4,898
SCHM icon
184
Schwab US Mid-Cap ETF
SCHM
$12.1B
$742K 0.06%
26,468
-48
MUNI icon
185
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.38B
$740K 0.06%
14,415
+1,938
ABT icon
186
Abbott
ABT
$220B
$740K 0.06%
5,441
-66
HUM icon
187
Humana
HUM
$29.1B
$727K 0.06%
2,974
+673
PWR icon
188
Quanta Services
PWR
$67.8B
$726K 0.06%
1,919
+38
ACN icon
189
Accenture
ACN
$162B
$704K 0.05%
2,356
-7,191
MRK icon
190
Merck
MRK
$251B
$679K 0.05%
8,583
-3,678
VIG icon
191
Vanguard Dividend Appreciation ETF
VIG
$100B
$663K 0.05%
3,238
CAT icon
192
Caterpillar
CAT
$273B
$658K 0.05%
1,694
+2
PIO icon
193
Invesco Global Water ETF
PIO
$276M
$657K 0.05%
14,720
GILD icon
194
Gilead Sciences
GILD
$154B
$655K 0.05%
5,904
-100
CTSH icon
195
Cognizant
CTSH
$37.5B
$641K 0.05%
8,212
WRB icon
196
W.R. Berkley
WRB
$27.7B
$612K 0.05%
8,336
GLDM icon
197
SPDR Gold MiniShares Trust
GLDM
$23.9B
$609K 0.05%
9,301
+601
TSLA icon
198
Tesla
TSLA
$1.43T
$608K 0.05%
1,915
-210
BKNG icon
199
Booking.com
BKNG
$166B
$608K 0.05%
105
EL icon
200
Estee Lauder
EL
$35.9B
$599K 0.05%
7,409
-50
6 7
8
9 10