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
251
$207K 0.02%
+1,388
252
$205K 0.02%
1,600
-57
253
$204K 0.02%
+11,105
254
$204K 0.02%
+2,680
255
$204K 0.02%
+2,714
256
$203K 0.02%
+917
257
$203K 0.02%
+2,645
258
$202K 0.02%
+3,500
259
$202K 0.02%
+1,664
260
$46K 0.01%
26,412
+14,912
261
$32K ﹤0.01%
+14,261
262
– –
-1,090
263
– –
-3,345
264
– –
-1,055
265
– –
-9,000
266
– –
-7,357
267
– –
-12,232
268
– –
-11,298
269
– –
-2,921
270
– –
-5,390
271
– –
-226,824
7 8 9 10
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