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
1
$74.8M 5.77%
150,382
-1,265
2
$70.5M 5.44%
343,421
-5,324
3
$47.4M 3.66%
216,231
-340
4
$42M 3.24%
42,405
-704
5
$37.1M 2.86%
76,308
+138
6
$35.4M 2.74%
224,302
-5,143
7
$29.2M 2.25%
82,257
-650
8
$29M 2.24%
467,090
-1,410
9
$28.2M 2.17%
159,842
-1,006
10
$25.4M 1.96%
143,042
-2,355
11
$22.6M 1.74%
206,772
+181
12
$20.6M 1.59%
76,607
+416
13
$19.1M 1.48%
47,164
+581
14
$18.9M 1.46%
47,782
+251
15
$18M 1.39%
29,133
+201
16
$16.7M 1.29%
84,726
+2,999
17
$16.2M 1.25%
20,596
+84
18
$14.8M 1.15%
19,700
+59
19
$14.7M 1.14%
67,411
-994
20
$14.6M 1.13%
43,104
+2,234
21
$14.4M 1.11%
49,664
+1,350
22
$14.4M 1.11%
39,145
+757
23
$14M 1.08%
478,119
-17,989
24
$13.6M 1.05%
137,495
-342
25
$12.8M 0.99%
20,609
-86
1
2 3 4 5