YIA

YHB Investment Advisors Portfolio holdings

AUM $1.37B
1-Year Est. Return 18.36%
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.58M
3
+$2.48M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$2.46M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$2.17M

Top Sells

1
+$2M
2
+$1.15M
3
+$1.14M
4
LBTYK icon
Liberty Global Class C
LBTYK
+$1.07M
5
BABA icon
Alibaba
BABA
+$559K

Sector Composition

1 Technology 16.1%
2 Healthcare 14.21%
3 Financials 11.47%
4 Consumer Discretionary 10.07%
5 Communication Services 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 1.03%
47,104
+179
27
$10.5M 1%
66,932
+763
28
$10.2M 0.97%
106,700
+634
29
$9.72M 0.92%
25,993
+921
30
$9.64M 0.92%
45,641
+38
31
$9.49M 0.9%
103,263
-642
32
$8.94M 0.85%
115,934
-1,318
33
$8.36M 0.8%
34,227
+123
34
$8.32M 0.79%
39,955
+185
35
$8.31M 0.79%
38,723
+50
36
$8.22M 0.78%
30,159
-615
37
$7.63M 0.73%
161,650
-2,290
38
$7.48M 0.71%
117,157
+529
39
$7.38M 0.7%
108,021
-1,728
40
$6.99M 0.67%
30,134
-307
41
$6.83M 0.65%
321,953
+45,833
42
$6.75M 0.64%
31,748
+127
43
$6.66M 0.63%
102,992
-67
44
$6.51M 0.62%
91,068
-7,710
45
$6.38M 0.61%
90,151
-16,137
46
$6.19M 0.59%
90,616
-228
47
$6.17M 0.59%
31,484
-261
48
$6.12M 0.58%
187,296
-728
49
$6.05M 0.58%
376,656
+23,792
50
$5.84M 0.56%
70,110
+793
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2
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