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
76
$3.04M 0.33%
+9,888
77
$2.98M 0.32%
12,517
-1,153
78
$2.92M 0.32%
+66,159
79
$2.83M 0.31%
49,232
-7,638
80
$2.81M 0.31%
119,749
+50,983
81
$2.77M 0.3%
122,934
-8,290
82
$2.72M 0.3%
52,212
-4,199
83
$2.59M 0.28%
+139,878
84
$2.56M 0.28%
29,968
+10,821
85
$2.52M 0.27%
+147,588
86
$2.52M 0.27%
+136,503
87
$2.48M 0.27%
+49,120
88
$2.48M 0.27%
29,827
+2,225
89
$2.47M 0.27%
52,893
-4,902
90
$2.46M 0.27%
68,672
-45,746
91
$2.42M 0.26%
8,998
+3,636
92
$2.34M 0.25%
58,154
-6,766
93
$2.33M 0.25%
38,699
-31,946
94
$2.33M 0.25%
+8,369
95
$2.3M 0.25%
+42,460
96
$2.3M 0.25%
74,139
-1,304
97
$2.26M 0.25%
21,778
-900
98
$2.22M 0.24%
+40,809
99
$2.18M 0.24%
17,805
-1,218
100
$2.12M 0.23%
+42,595
2 3
4
5 6