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
76
$4.13M 0.35%
35,214
+344
77
$4.12M 0.35%
75,239
+14,910
78
$4.08M 0.35%
+130,540
79
$4.04M 0.34%
10,267
+119
80
$4.01M 0.34%
16,465
+201
81
$3.96M 0.34%
23,937
82
$3.94M 0.34%
69,137
+1,018
83
$3.88M 0.33%
32,460
+256
84
$3.81M 0.32%
54,264
+300
85
$3.8M 0.32%
176,539
+44,530
86
$3.77M 0.32%
44,574
-924
87
$3.75M 0.32%
148,776
+3,792
88
$3.72M 0.32%
9,737
+1,234
89
$3.69M 0.31%
32,760
+1,321
90
$3.5M 0.3%
18,313
+748
91
$3.5M 0.3%
89,491
-2,312
92
$3.48M 0.3%
12,033
-61
93
$3.4M 0.29%
61,686
-676
94
$3.4M 0.29%
28,152
95
$3.33M 0.28%
19,157
96
$3.28M 0.28%
151,758
-20,776
97
$3.13M 0.27%
120,192
-400
98
$3.08M 0.26%
55,598
-451
99
$3.07M 0.26%
73,499
100
$3.06M 0.26%
155,002
+8,584
2 3
4
5 6