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
$1.13B
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$3.91M
3
+$1.95M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.75M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.57M

Top Sells

1
+$6.42M
2
+$4.17M
3
+$3.03M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$3.02M
5
AAPL icon
Apple
AAPL
+$2.22M

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
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$0 ﹤0.01%
11,550
318
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