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
1
$86.9M 6.36%
341,453
-1,968
2
$77.4M 5.66%
149,357
-1,025
3
$47.8M 3.49%
217,536
+1,305
4
$41.4M 3.03%
221,765
-2,537
5
$38.9M 2.85%
42,065
-340
6
$38.4M 2.81%
157,966
-1,876
7
$37M 2.7%
73,561
-2,747
8
$34.3M 2.51%
140,774
-2,268
9
$31.6M 2.31%
483,733
+16,643
10
$27.8M 2.03%
81,331
-926
11
$22.8M 1.66%
46,923
-241
12
$20.9M 1.53%
76,241
-366
13
$19M 1.39%
28,446
-687
14
$18.8M 1.37%
19,649
-51
15
$18.7M 1.37%
157,195
-49,577
16
$18.6M 1.36%
66,260
-1,151
17
$17.6M 1.28%
47,485
-297
18
$17.3M 1.26%
139,418
+1,923
19
$17.2M 1.26%
86,887
+2,161
20
$16.2M 1.18%
39,990
+845
21
$15.8M 1.16%
495,381
+17,262
22
$15.8M 1.15%
49,956
+292
23
$15.3M 1.12%
41,813
-1,291
24
$15.1M 1.11%
22,597
+1,988
25
$14.8M 1.08%
290,951
+125,391
1
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