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
$1.22B
AUM Growth
+$9.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.89M
3
+$1.5M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.33M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.3M

Top Sells

1
+$1.83M
2
+$1.57M
3
+$1.09M
4
COST icon
Costco
COST
+$958K
5
AAPL icon
Apple
AAPL
+$906K

Sector Composition

1 Technology 22.57%
2 Healthcare 10.95%
3 Financials 9.9%
4 Consumer Discretionary 9.05%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$495K 0.04%
2,674
+203
202
$484K 0.04%
12,810
+447
203
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8,042
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206
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207
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2,420
208
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14,610
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209
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577
211
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212
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213
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3,163
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214
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5,210
215
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+6,950
216
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1,263
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217
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220
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602
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221
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222
$339K 0.03%
+841
223
$330K 0.03%
2,519
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224
$325K 0.03%
775
225
$321K 0.03%
+3,200
7 8
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10 11