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
$1.05B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.58M
3
+$2.48M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$2.46M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$2.17M

Top Sells

1
+$2M
2
+$1.15M
3
+$1.14M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$1.07M
5
BABA icon
Alibaba
BABA
+$559K

Sector Composition

1 Technology 16.1%
2 Healthcare 14.21%
3 Financials 11.47%
4 Consumer Discretionary 10.07%
5 Communication Services 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$322K 0.03%
10,653
227
$322K 0.03%
4,528
+14
228
$321K 0.03%
10,092
-28
229
$317K 0.03%
3,500
230
$317K 0.03%
2,635
-26
231
$317K 0.03%
850
-41
232
$317K 0.03%
2,122
233
$304K 0.03%
1,800
+32
234
$299K 0.03%
732
+7
235
$292K 0.03%
6,141
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236
$287K 0.03%
4,775
+20
237
$282K 0.03%
29,914
238
$281K 0.03%
+4,000
239
$278K 0.03%
2,708
+14
240
$276K 0.03%
2,420
241
$274K 0.03%
2,374
+32
242
$270K 0.03%
988
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243
$270K 0.03%
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244
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3,076
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245
$261K 0.02%
522
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246
$261K 0.02%
+7,010
247
$258K 0.02%
961
-2
248
$258K 0.02%
592
-13
249
$256K 0.02%
1,409
+21
250
$250K 0.02%
+1,896
8 9
10
11 12