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
276
$239K 0.02%
1,791
277
$236K 0.02%
2,910
278
$234K 0.02%
1,473
279
$230K 0.02%
850
280
$225K 0.02%
923
-60
281
$223K 0.02%
1,582
282
$218K 0.02%
4,061
283
$216K 0.02%
+3,701
284
$215K 0.02%
1,455
-180
285
$214K 0.02%
3,452
286
$211K 0.02%
15,914
287
$211K 0.02%
+8,952
288
$211K 0.02%
4,428
+2
289
$210K 0.02%
554
290
$210K 0.02%
2,429
291
$209K 0.02%
+358
292
$209K 0.02%
863
293
$208K 0.02%
+2,850
294
$208K 0.02%
8,125
-2,025
295
$207K 0.02%
11,105
296
$205K 0.02%
2,792
-298
297
$205K 0.02%
+1,756
298
$202K 0.02%
+5,340
299
$201K 0.02%
1,803
300
$201K 0.02%
+4,000
9 10 11
12
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