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
$1.17B
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
307
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.08M
3
+$1.83M
4
AMZN icon
Amazon
AMZN
+$1.33M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$959K

Top Sells

1
+$6.26M
2
+$2.89M
3
+$2.26M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.03M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$1.96M

Sector Composition

1 Technology 15.98%
2 Healthcare 14.06%
3 Financials 11.95%
4 Communication Services 10.21%
5 Consumer Discretionary 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 0.99%
47,428
+46
27
$11.3M 0.96%
100,012
-151
28
$11.2M 0.96%
68,219
+258
29
$11.1M 0.94%
25,826
-305
30
$10.6M 0.9%
44,317
31
$10.5M 0.89%
160,770
-2,050
32
$9.61M 0.82%
108,842
+746
33
$9.47M 0.81%
30,885
+33
34
$9.35M 0.8%
29,305
-205
35
$8.91M 0.76%
38,588
-29
36
$8.89M 0.76%
40,427
+5
37
$8.49M 0.72%
116,709
+137
38
$8.41M 0.72%
114,815
-85
39
$8.27M 0.7%
34,866
+116
40
$7.88M 0.67%
85,927
+9,832
41
$7.85M 0.67%
100,886
+2
42
$7.7M 0.66%
92,298
-438
43
$7.68M 0.65%
66,593
-25,099
44
$7.43M 0.63%
110,207
+866
45
$7.2M 0.61%
394,824
+1,040
46
$7.09M 0.6%
83,087
-660
47
$7.06M 0.6%
32,172
+215
48
$7M 0.6%
30,515
-537
49
$6.64M 0.57%
17,495
-3,337
50
$6.46M 0.55%
60,223
-332
1
2
3 4 5