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
251
$284K 0.02%
988
252
$284K 0.02%
2,508
-200
253
$282K 0.02%
876
254
$282K 0.02%
1,900
255
$282K 0.02%
2,374
256
$277K 0.02%
4,000
257
$276K 0.02%
4,357
+253
258
$275K 0.02%
+663
259
$272K 0.02%
1,318
260
$271K 0.02%
3,353
261
$270K 0.02%
550
-10
262
$268K 0.02%
592
263
$265K 0.02%
11,637
+600
264
$265K 0.02%
5,144
265
$264K 0.02%
897
266
$263K 0.02%
10,130
+1,600
267
$257K 0.02%
+1,033
268
$256K 0.02%
5,610
269
$254K 0.02%
932
-1,624
270
$250K 0.02%
2,500
-1,000
271
$249K 0.02%
487
272
$248K 0.02%
5,210
273
$247K 0.02%
3,076
274
$245K 0.02%
1,115
275
$243K 0.02%
4,018
9 10
11
12 13