YIA

YHB Investment Advisors Portfolio holdings

AUM $1.45B
1-Year Est. Return 21.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.58M
3
+$2.37M
4
AAPL icon
Apple
AAPL
+$2.25M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$2.16M

Top Sells

1
+$2M
2
+$1.15M
3
+$1.1M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$1.07M
5
BABA icon
Alibaba
BABA
+$667K

Sector Composition

1 Technology 16.1%
2 Healthcare 14.21%
3 Financials 11.47%
4 Consumer Discretionary 10.07%
5 Communication Services 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$200K 0.02%
+964
277
$10K ﹤0.01%
13,819
-442
278
– –
-2,630
279
– –
-6,949
280
– –
-51,979
281
– –
-25,869
282
$0 ﹤0.01%
+11,550
283
– –
-54,072
284
– –
-6,429
285
– –
-26,412
286
– –
-24,414
8 9 10 11
12