YIA
YHB Investment Advisors Portfolio holdings
AUM
$1.3B
1-Year Return
16.82%
This Quarter Return
+7.88%
1 Year Return
+16.82%
3 Year Return
+76.91%
5 Year Return
+122.82%
10 Year Return
+323.16%
AUM
$1.17B
AUM Growth
+$18.7M
(+1.6%)
Cap. Flow
-$7.1M
Cap. Flow
% of AUM
-0.61%
Top 10 Holdings %
Top 10 Hldgs %
28.1%
Holding
307
New
13
Increased
108
Reduced
98
Closed
4
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$4.08M |
| 2 |
Netflix
NFLX
|
$2.08M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$1.83M |
| 4 |
Amazon
AMZN
|
$1.33M |
| 5 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
$959K |
Top Sells
Sector Composition
| 1 | Technology | 15.98% |
| 2 | Healthcare | 14.06% |
| 3 | Financials | 11.95% |
| 4 | Communication Services | 10.21% |
| 5 | Consumer Discretionary | 9.73% |
