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
$921M
AUM Growth
+$229M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$27.9M
2
+$12.4M
3
+$11.8M
4
AMZN icon
Amazon
AMZN
+$10M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$9.79M

Top Sells

1
+$8.84M
2
+$5.69M
3
+$5.67M
4
HD icon
Home Depot
HD
+$3.49M
5
ABT icon
Abbott
ABT
+$3.02M

Sector Composition

1 Technology 16.22%
2 Healthcare 15.1%
3 Financials 11%
4 Consumer Discretionary 10.74%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.79M 1.06%
+437,799
27
$9.41M 1.02%
45,603
+32,125
28
$9.31M 1.01%
+427,471
29
$9.28M 1.01%
28,447
-3,298
30
$8.49M 0.92%
38,673
-5,434
31
$8.4M 0.91%
+25,072
32
$8.14M 0.88%
117,252
-11,964
33
$7.83M 0.85%
39,770
-7,700
34
$7.74M 0.84%
34,104
-2,864
35
$7.3M 0.79%
+103,905
36
$7.28M 0.79%
30,774
-4,407
37
$6.78M 0.74%
141,044
-16,426
38
$6.74M 0.73%
+116,628
39
$6.15M 0.67%
103,059
-15,235
40
$6.11M 0.66%
109,749
-18,555
41
$5.89M 0.64%
+276,120
42
$5.74M 0.62%
+69,317
43
$5.68M 0.62%
98,778
-3,964
44
$5.59M 0.61%
40,256
-7,537
45
$5.44M 0.59%
163,940
-27,240
46
$5.31M 0.58%
30,441
-4,569
47
$5.3M 0.58%
90,844
-25,523
48
$5.21M 0.56%
31,621
-5,028
49
$5.12M 0.56%
+100,705
50
$5.09M 0.55%
188,024
-25,308
1
2
3 4 5