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
276
$231K 0.02%
3,353
277
$228K 0.02%
9,180
-600
278
$227K 0.02%
1,050
279
$226K 0.02%
+1,910
280
$223K 0.02%
2,379
-205
281
$222K 0.02%
8,952
282
$215K 0.02%
11,105
283
$215K 0.02%
4,061
284
$214K 0.02%
3,662
285
$213K 0.02%
+8,244
286
$213K 0.02%
+545
287
$212K 0.02%
4,535
+5
288
$211K 0.02%
1,534
289
$210K 0.02%
841
-175
290
$209K 0.02%
+2,016
291
$206K 0.02%
+3,074
292
$206K 0.02%
1,737
293
$205K 0.02%
1,124
+105
294
$205K 0.02%
2,858
-843
295
$205K 0.02%
957
296
$166K 0.01%
15,914
297
– –
-1,760
298
– –
-6,691
299
– –
-11,981
300
– –
-2,830
9 10 11
12
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