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
101
$2.52M 0.24%
19,869
+400
102
$2.48M 0.24%
23,113
+536
103
$2.46M 0.23%
+15,567
104
$2.41M 0.23%
110,991
+39,815
105
$2.37M 0.23%
131,692
+6,692
106
$2.37M 0.23%
47,595
+5,000
107
$2.3M 0.22%
104,946
+47,306
108
$2.25M 0.21%
36,314
-2,385
109
$2.23M 0.21%
53,519
+100
110
$2.15M 0.2%
96,041
+32,677
111
$2.06M 0.2%
3,114
+12
112
$2.04M 0.19%
45,996
-669
113
$2.01M 0.19%
62,253
114
$2M 0.19%
9,491
+455
115
$1.94M 0.18%
37,620
-600
116
$1.92M 0.18%
5,910
-1
117
$1.87M 0.18%
18,955
+4,042
118
$1.86M 0.18%
17,397
+1,128
119
$1.81M 0.17%
9,604
-170
120
$1.79M 0.17%
3,352
-76
121
$1.76M 0.17%
39,296
+89
122
$1.75M 0.17%
57,217
+4,323
123
$1.72M 0.16%
34,579
-1,027
124
$1.72M 0.16%
24,833
+880
125
$1.71M 0.16%
33,455
+4,745
3 4
5
6 7