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
51
$6.17M 0.54%
38,042
+2,733
52
$6.1M 0.54%
100,678
-11,660
53
$5.83M 0.51%
33,167
-1,314
54
$5.74M 0.51%
127,678
+38,814
55
$5.68M 0.5%
208,290
+187,110
56
$5.61M 0.5%
17,000
-495
57
$5.44M 0.48%
28,822
+2,644
58
$5.42M 0.48%
19,843
-3,180
59
$5.38M 0.47%
33,319
+20
60
$5.26M 0.46%
114,557
-6,235
61
$5.25M 0.46%
52,794
+433
62
$5.21M 0.46%
12,540
+1,787
63
$5.14M 0.45%
217,154
+5,506
64
$5M 0.44%
190,320
+20,490
65
$4.91M 0.43%
41,746
-2,921
66
$4.91M 0.43%
194,334
+4,362
67
$4.84M 0.43%
85,441
-676
68
$4.81M 0.42%
40,574
+1,074
69
$4.61M 0.41%
9,387
-300
70
$4.55M 0.4%
79,760
-3,185
71
$4.43M 0.39%
18,028
-860
72
$4.4M 0.39%
35,235
+7,850
73
$4.33M 0.38%
23,987
+4
74
$4.12M 0.36%
79,485
-4,402
75
$4.06M 0.36%
80,100
+26,910
1 2
3
4 5