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
126
$1.42M 0.15%
+20,912
127
$1.42M 0.15%
+52,894
128
$1.4M 0.15%
16,269
+2,431
129
$1.39M 0.15%
+63,364
130
$1.36M 0.15%
21,748
-3,288
131
$1.32M 0.14%
11,629
+55
132
$1.31M 0.14%
9,756
-1,321
133
$1.28M 0.14%
9,015
+1,997
134
$1.26M 0.14%
41,271
+1,890
135
$1.25M 0.14%
+25,048
136
$1.25M 0.14%
+57,640
137
$1.24M 0.13%
17,861
-4,574
138
$1.23M 0.13%
+13,953
139
$1.22M 0.13%
17,339
+8,441
140
$1.2M 0.13%
+20,024
141
$1.19M 0.13%
+89,952
142
$1.19M 0.13%
6,172
+353
143
$1.17M 0.13%
2,071
+12
144
$1.16M 0.13%
+18,222
145
$1.16M 0.13%
20,495
-3,550
146
$1.15M 0.12%
+54,072
147
$1.12M 0.12%
3,428
+1
148
$1.12M 0.12%
24,056
+1,125
149
$1.1M 0.12%
+7,030
150
$1.08M 0.12%
13,608
-3,618
4 5
6
7 8