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
$1.13B
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
251
$267K 0.02%
4,183
+6
252
$262K 0.02%
4,050
253
$262K 0.02%
2,417
+30
254
$261K 0.02%
10,986
-423
255
$260K 0.02%
7,965
-1,772
256
$256K 0.02%
+2,556
257
$254K 0.02%
3,010
+50
258
$252K 0.02%
2,508
259
$251K 0.02%
1,474
-46
260
$250K 0.02%
2,500
261
$249K 0.02%
560
262
$248K 0.02%
5,162
263
$246K 0.02%
1,624
264
$242K 0.02%
5,295
265
$242K 0.02%
2,206
-191
266
$240K 0.02%
2,722
267
$240K 0.02%
1,513
+16
268
$239K 0.02%
3,327
269
$239K 0.02%
+541
270
$237K 0.02%
945
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271
$236K 0.02%
+4,944
272
$233K 0.02%
1,214
+105
273
$233K 0.02%
3,223
-700
274
$231K 0.02%
776
275
$231K 0.02%
4,207
-1,532
9 10
11
12 13