YIA

YHB Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.08%
This Quarter Est. Return
1 Year Est. Return
+21.08%
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
201
$597K 0.05%
6,707
-1,024
202
$594K 0.05%
12,835
203
$567K 0.04%
10,032
+40
204
$545K 0.04%
8,108
-2
205
$525K 0.04%
3,870
-110
206
$512K 0.04%
5,726
+224
207
$510K 0.04%
5,210
208
$507K 0.04%
2,610
+63
209
$505K 0.04%
9,635
-15
210
$504K 0.04%
+6,229
211
$499K 0.04%
8,617
212
$492K 0.04%
+9,664
213
$490K 0.04%
6,613
-12
214
$481K 0.04%
946
215
$481K 0.04%
10,748
-250
216
$477K 0.04%
3,943
-150
217
$458K 0.04%
1,185
218
$449K 0.03%
+8,581
219
$441K 0.03%
602
220
$440K 0.03%
1,719
221
$435K 0.03%
2,297
-610
222
$432K 0.03%
6,260
-700
223
$424K 0.03%
533
-46
224
$420K 0.03%
3,153
-10
225
$420K 0.03%
4,582
-411
7 8
9
10 11