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
101
$3.05M 0.26%
48,836
-630
102
$3M 0.26%
8,457
+65
103
$2.95M 0.25%
18,986
+379
104
$2.95M 0.25%
24,018
-540
105
$2.8M 0.24%
59,541
+600
106
$2.79M 0.24%
18,019
107
$2.78M 0.24%
12,844
+148
108
$2.66M 0.23%
52,710
-32,430
109
$2.64M 0.23%
57,786
+90
110
$2.61M 0.22%
21,059
+303
111
$2.59M 0.22%
118,001
+16,444
112
$2.45M 0.21%
38,812
-101
113
$2.41M 0.21%
44,870
-178
114
$2.38M 0.2%
136,704
+15,654
115
$2.34M 0.2%
35,002
-438
116
$2.29M 0.2%
69,689
+4,489
117
$2.26M 0.19%
3,130
118
$2.23M 0.19%
37,778
-12,334
119
$2.06M 0.18%
19,665
+169
120
$2.06M 0.18%
9,510
+35
121
$2.04M 0.17%
3,342
122
$2.04M 0.17%
10,496
-5
123
$2.02M 0.17%
41,665
+532
124
$2.01M 0.17%
37,874
+171
125
$1.91M 0.16%
69,970
-2,534
3 4
5
6 7