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
176
$856K 0.06%
8,500
-6,050
177
$847K 0.06%
1,904
-11
178
$839K 0.06%
1,750
179
$811K 0.06%
12,087
-505
180
$809K 0.06%
1,695
+1
181
$793K 0.06%
7,700
182
$779K 0.06%
26,287
-181
183
$774K 0.06%
2,974
184
$760K 0.06%
4,898
185
$756K 0.06%
7,974
-1,494
186
$719K 0.05%
8,563
-20
187
$693K 0.05%
5,176
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188
$683K 0.05%
3,720
189
$671K 0.05%
2,513
190
$665K 0.05%
3,083
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191
$661K 0.05%
14,720
192
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6,165
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193
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23,556
-8,893
194
$655K 0.05%
5,904
195
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8,261
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196
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6,607
-100
197
$597K 0.04%
6,772
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198
$582K 0.04%
9,908
-124
199
$579K 0.04%
8,110
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200
$564K 0.04%
10,461
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