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
76
$3.56M 0.34%
96,587
-3,736
77
$3.49M 0.33%
156,904
+9,316
78
$3.47M 0.33%
10,103
+215
79
$3.45M 0.33%
6,378
+79
80
$3.43M 0.33%
66,369
+210
81
$3.41M 0.32%
67,390
+18,270
82
$3.34M 0.32%
146,898
+7,020
83
$3.34M 0.32%
30,003
+35
84
$3.3M 0.31%
12,524
+7
85
$3.11M 0.3%
31,234
+399
86
$3.08M 0.29%
25,307
-280
87
$3.07M 0.29%
65,928
-2,744
88
$3.02M 0.29%
141,342
+4,839
89
$2.96M 0.28%
121,242
-1,692
90
$2.89M 0.28%
8,998
91
$2.87M 0.27%
49,062
-170
92
$2.82M 0.27%
125,994
+32,144
93
$2.81M 0.27%
18,016
+211
94
$2.8M 0.27%
50,714
+9,905
95
$2.74M 0.26%
57,881
-273
96
$2.67M 0.25%
53,108
+896
97
$2.66M 0.25%
8,484
+115
98
$2.64M 0.25%
30,232
+405
99
$2.57M 0.24%
53,445
+552
100
$2.56M 0.24%
21,873
+95
2 3
4
5 6