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
51
$5.08M 0.55%
+352,864
52
$5.08M 0.55%
34,489
-5,163
53
$4.97M 0.54%
+14,784
54
$4.94M 0.54%
52,702
-23,630
55
$4.91M 0.53%
29,366
-3,595
56
$4.83M 0.52%
60,594
-5,033
57
$4.75M 0.52%
+31,745
58
$4.67M 0.51%
23,236
+9,712
59
$4.64M 0.5%
33,669
-1,592
60
$4.42M 0.48%
+24,947
61
$4.3M 0.47%
+36,418
62
$4.24M 0.46%
54,966
-4,765
63
$4.04M 0.44%
83,656
+49,146
64
$3.98M 0.43%
24,074
-9,144
65
$3.84M 0.42%
41,488
+8,616
66
$3.84M 0.42%
72,545
+3,285
67
$3.74M 0.41%
23,313
-1,468
68
$3.67M 0.4%
40,214
+577
69
$3.49M 0.38%
100,323
-59,073
70
$3.43M 0.37%
16,264
-165
71
$3.23M 0.35%
74,806
+22,070
72
$3.2M 0.35%
84,041
-24,178
73
$3.15M 0.34%
62,990
+20,170
74
$3.13M 0.34%
39,164
-7,256
75
$3.1M 0.34%
30,835
-6,226
1 2
3
4 5