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
$1.13B
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.9M
3
+$1.94M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.74M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.51M

Top Sells

1
+$6.36M
2
+$4.08M
3
+$3M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$2.95M
5
AAPL icon
Apple
AAPL
+$2.31M

Sector Composition

1 Technology 17.69%
2 Healthcare 15.84%
3 Financials 11.33%
4 Consumer Discretionary 9.3%
5 Communication Services 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$336K 0.03%
2,129
227
$334K 0.03%
680
+20
228
$332K 0.03%
784
-115
229
$330K 0.03%
1,366
230
$329K 0.03%
5,230
+20
231
$329K 0.03%
1,780
-95
232
$325K 0.03%
1,780
-600
233
$322K 0.03%
1,073
-130
234
$319K 0.03%
2,452
-35
235
$313K 0.03%
929
236
$313K 0.03%
4,314
237
$312K 0.03%
697
-120
238
$311K 0.03%
2,356
239
$309K 0.03%
+6,950
240
$308K 0.03%
1,853
+100
241
$303K 0.03%
2,420
242
$300K 0.03%
6,335
243
$299K 0.03%
580
-135
244
$295K 0.03%
2,210
-1,000
245
$294K 0.03%
13,923
-17,634
246
$290K 0.03%
1,163
+105
247
$289K 0.03%
9,400
-1,047
248
$286K 0.03%
1,203
249
$285K 0.03%
15,965
-13,404
250
$276K 0.02%
2,100
8 9
10
11 12