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
51
$6.45M 0.55%
14,997
-115
52
$6.43M 0.55%
187,964
-940
53
$6.42M 0.55%
30,169
+204
54
$6.33M 0.54%
120,519
+966
55
$6M 0.51%
23,349
-169
56
$5.67M 0.48%
84,572
-720
57
$5.63M 0.48%
68,087
+1,092
58
$5.54M 0.47%
41,043
+1,277
59
$5.28M 0.45%
100,000
+39,450
60
$5.17M 0.44%
36,499
+43
61
$5.03M 0.43%
111,077
-25,458
62
$4.9M 0.42%
187,968
+12,348
63
$4.82M 0.41%
68,186
+9
64
$4.78M 0.41%
89,590
-38,085
65
$4.71M 0.4%
34,533
-13
66
$4.67M 0.4%
70,451
+345
67
$4.65M 0.4%
83,797
+1,779
68
$4.57M 0.39%
24,528
+218
69
$4.51M 0.38%
43,560
+589
70
$4.51M 0.38%
52,895
-24
71
$4.5M 0.38%
55,252
+64
72
$4.46M 0.38%
38,788
-29
73
$4.46M 0.38%
170,982
+9,978
74
$4.37M 0.37%
197,131
+32,645
75
$4.18M 0.36%
82,480
-8,215
1 2
3
4 5