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
101
$2.08M 0.23%
+93,850
102
$2.05M 0.22%
25,587
+1,754
103
$2M 0.22%
24,414
+9,090
104
$1.98M 0.21%
22,577
-23,378
105
$1.96M 0.21%
+125,000
106
$1.96M 0.21%
+38,220
107
$1.94M 0.21%
3,102
+754
108
$1.89M 0.21%
+9,036
109
$1.87M 0.2%
19,469
+394
110
$1.84M 0.2%
35,606
-8,188
111
$1.84M 0.2%
11,105
-5,585
112
$1.82M 0.2%
6,203
-639
113
$1.81M 0.2%
62,253
+47,508
114
$1.7M 0.18%
46,665
-4,939
115
$1.66M 0.18%
9,774
+690
116
$1.64M 0.18%
5,911
117
$1.58M 0.17%
21,985
-9,994
118
$1.58M 0.17%
53,419
+15,262
119
$1.55M 0.17%
+71,176
120
$1.54M 0.17%
39,207
-18,945
121
$1.5M 0.16%
43,828
-53,527
122
$1.46M 0.16%
+28,710
123
$1.46M 0.16%
9,019
-11,210
124
$1.44M 0.16%
+23,953
125
$1.43M 0.16%
4,240
+755
3 4
5
6 7