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
101
$2.63M 0.23%
31,847
-1,844
102
$2.61M 0.23%
11,740
-958
103
$2.61M 0.23%
41,615
-7,253
104
$2.52M 0.22%
18,588
-548
105
$2.5M 0.22%
37,762
+2,583
106
$2.46M 0.22%
9,916
+42
107
$2.3M 0.2%
17,524
-495
108
$2.27M 0.2%
81,735
+2,789
109
$2.25M 0.2%
71,144
-2,355
110
$2.21M 0.19%
9,692
+995
111
$2.15M 0.19%
46,849
+2,618
112
$2.07M 0.18%
37,201
+27,241
113
$2.04M 0.18%
41,000
-6,995
114
$2.01M 0.18%
38,891
-33,062
115
$2.01M 0.18%
27,509
-3,402
116
$1.98M 0.18%
9,802
117
$1.96M 0.17%
4,493
+780
118
$1.95M 0.17%
5,873
-33
119
$1.91M 0.17%
34,254
-1,860
120
$1.88M 0.17%
21,119
+113
121
$1.81M 0.16%
2,373
+93
122
$1.74M 0.15%
8,311
-25
123
$1.73M 0.15%
29,515
+3,181
124
$1.71M 0.15%
19,515
-24,918
125
$1.7M 0.15%
22,057
+571
3 4
5
6 7