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
76
$4.03M 0.36%
107,550
+5,970
77
$3.84M 0.34%
72,258
+113
78
$3.83M 0.34%
25,276
-2,874
79
$3.8M 0.34%
48,654
-26,485
80
$3.78M 0.33%
70,850
-2,023
81
$3.67M 0.32%
11,502
-30
82
$3.65M 0.32%
34,901
+13,747
83
$3.65M 0.32%
17,775
+764
84
$3.63M 0.32%
72,402
+38,782
85
$3.43M 0.3%
69,027
+3,174
86
$3.35M 0.3%
182,446
+7,704
87
$3.23M 0.29%
56,489
+1,903
88
$3.23M 0.29%
32,208
-4,389
89
$3.19M 0.28%
42,055
-6,816
90
$3.18M 0.28%
178,530
+8,946
91
$3.17M 0.28%
28,603
+66
92
$3.16M 0.28%
49,128
+2,053
93
$3.08M 0.27%
44,320
+20,410
94
$3.04M 0.27%
62,740
-18,653
95
$2.95M 0.26%
8,145
+45
96
$2.92M 0.26%
17,931
-75
97
$2.92M 0.26%
57,026
-1,020
98
$2.91M 0.26%
21,345
+794
99
$2.82M 0.25%
67,945
+10
100
$2.81M 0.25%
94,752
-23,610
2 3
4
5 6