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
$1.22B
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
1
$88.5M 7.27%
353,478
-3,616
2
$63.8M 5.24%
151,446
+2,740
3
$48.5M 3.98%
220,937
+760
4
$39.8M 3.27%
43,435
-1,045
5
$34.2M 2.81%
75,408
+300
6
$31.6M 2.59%
166,742
+2,584
7
$30.2M 2.48%
224,986
-4,795
8
$29M 2.38%
465,811
+4,267
9
$28.4M 2.33%
149,019
+1,823
10
$26.7M 2.2%
84,628
-237
11
$24.2M 1.99%
46,450
+200
12
$23.8M 1.95%
206,406
+3,976
13
$18.6M 1.53%
81,162
-748
14
$17.8M 1.46%
30,365
+1,066
15
$17.8M 1.46%
75,781
+414
16
$17M 1.4%
47,297
+96
17
$15.7M 1.29%
31,002
+178
18
$14.9M 1.23%
38,355
+81
19
$13.5M 1.11%
484,537
-21,959
20
$13.3M 1.1%
18,942
-140
21
$12.9M 1.06%
40,038
-980
22
$12.7M 1.05%
20,251
-141
23
$12.4M 1.02%
81,863
+626
24
$12.2M 1.01%
20,782
+2,205
25
$11.6M 0.96%
69,904
-3,077
1
2 3 4 5