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
$1.17B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.08M
3
+$1.83M
4
AMZN icon
Amazon
AMZN
+$1.33M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$959K

Top Sells

1
+$6.26M
2
+$2.89M
3
+$2.26M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.03M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.96M

Sector Composition

1 Technology 15.98%
2 Healthcare 14.06%
3 Financials 11.95%
4 Communication Services 10.21%
5 Consumer Discretionary 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$377K 0.03%
1,733
+1
227
$375K 0.03%
683
228
$369K 0.03%
2,580
+75
229
$367K 0.03%
4,698
230
$363K 0.03%
4,693
+255
231
$357K 0.03%
11,118
+3
232
$354K 0.03%
3,583
-275
233
$350K 0.03%
1,795
+65
234
$341K 0.03%
17,040
+640
235
$333K 0.03%
10,092
236
$330K 0.03%
2,137
237
$326K 0.03%
2,230
238
$323K 0.03%
917
239
$322K 0.03%
3,935
240
$322K 0.03%
1,624
241
$321K 0.03%
2,380
242
$321K 0.03%
732
243
$321K 0.03%
2,420
244
$309K 0.03%
489
245
$308K 0.03%
4,340
246
$306K 0.03%
+841
247
$295K 0.03%
1,435
248
$295K 0.03%
2,735
249
$285K 0.02%
2,876
-100
250
$285K 0.02%
1,201
8 9
10
11 12