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
$921M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$12.4M
3
+$11.8M
4
AMZN icon
Amazon
AMZN
+$10M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$9.79M

Top Sells

1
+$8.84M
2
+$5.69M
3
+$5.67M
4
HD icon
Home Depot
HD
+$3.49M
5
ABT icon
Abbott
ABT
+$3.02M

Sector Composition

1 Technology 16.22%
2 Healthcare 15.1%
3 Financials 11%
4 Consumer Discretionary 10.74%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$272K 0.03%
5,890
-16,028
227
$266K 0.03%
+10,120
228
$264K 0.03%
1,852
-7,448
229
$262K 0.03%
+1,768
230
$259K 0.03%
725
231
$259K 0.03%
+2,200
232
$250K 0.03%
4,514
+180
233
$246K 0.03%
+6,429
234
$240K 0.03%
+2,592
235
$239K 0.03%
6,025
-475
236
$234K 0.03%
+2,342
237
$233K 0.03%
6,949
+2,083
238
$233K 0.03%
+2,694
239
$233K 0.03%
+1,321
240
$229K 0.02%
+583
241
$227K 0.02%
+963
242
$223K 0.02%
+2,630
243
$219K 0.02%
+1,245
244
$215K 0.02%
+2,100
245
$213K 0.02%
2,546
-900
246
$213K 0.02%
+2,420
247
$212K 0.02%
29,914
248
$212K 0.02%
552
-216
249
$211K 0.02%
605
-3
250
$210K 0.02%
+5,144
7 8 9
10
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