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
26
$10.9M 0.96%
39,856
-1,963
27
$10.6M 0.94%
227,255
-10,182
28
$10.4M 0.92%
22,986
-701
29
$9.63M 0.85%
96,466
-7,827
30
$9.55M 0.84%
38,627
-278
31
$9.21M 0.81%
25,942
-3,461
32
$9.16M 0.81%
108,190
-6,909
33
$9.02M 0.8%
482,096
+29,616
34
$8.94M 0.79%
117,063
35
$8.79M 0.78%
29,122
-1,786
36
$8.68M 0.77%
172,721
+77,638
37
$8.59M 0.76%
74,281
+3,078
38
$8.47M 0.75%
83,677
-8,643
39
$8.11M 0.72%
31,246
-2,825
40
$8.09M 0.71%
81,662
+1,349
41
$7.96M 0.7%
58,312
-893
42
$7.94M 0.7%
147,700
-14,380
43
$7.69M 0.68%
92,946
-7,406
44
$7.35M 0.65%
84,094
-1,842
45
$7.28M 0.64%
16,051
+537
46
$6.64M 0.59%
27,906
-2,430
47
$6.5M 0.57%
33,410
-310
48
$6.37M 0.56%
31,043
+222
49
$6.28M 0.55%
41,067
+97
50
$6.27M 0.55%
166,510
-20,186
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