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
51
$5.81M 0.55%
22,023
-1,213
52
$5.71M 0.54%
48,295
+11,877
53
$5.67M 0.54%
40,769
+513
54
$5.61M 0.53%
60,189
-405
55
$5.59M 0.53%
14,887
+103
56
$5.47M 0.52%
41,488
57
$5.43M 0.52%
79,178
-4,478
58
$5.41M 0.52%
29,738
+372
59
$5.34M 0.51%
105,115
+4,410
60
$5.34M 0.51%
23,048
-265
61
$5.06M 0.48%
94,062
+19,923
62
$4.95M 0.47%
35,001
+512
63
$4.71M 0.45%
55,021
+55
64
$4.66M 0.44%
53,396
+694
65
$4.55M 0.43%
73,818
-988
66
$4.48M 0.43%
34,408
+739
67
$4.43M 0.42%
146,897
+27,148
68
$4.42M 0.42%
24,807
-140
69
$4.32M 0.41%
39,826
-388
70
$4.12M 0.39%
72,095
-450
71
$4.08M 0.39%
24,634
+560
72
$4M 0.38%
83,568
-473
73
$3.69M 0.35%
40,451
+1,287
74
$3.66M 0.35%
16,126
-138
75
$3.57M 0.34%
66,080
+23,620
1 2
3
4 5