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
126
$1.7M 0.16%
10,591
-514
127
$1.66M 0.16%
40,264
-3,564
128
$1.66M 0.16%
109,122
+19,170
129
$1.64M 0.16%
19,400
-2,585
130
$1.63M 0.15%
21,480
+568
131
$1.61M 0.15%
9,038
+19
132
$1.6M 0.15%
17,469
+130
133
$1.54M 0.15%
40,948
-323
134
$1.54M 0.15%
4,321
+81
135
$1.53M 0.15%
2,119
+48
136
$1.45M 0.14%
26,230
+1,182
137
$1.45M 0.14%
20,024
138
$1.45M 0.14%
17,636
-225
139
$1.44M 0.14%
9,832
+76
140
$1.42M 0.14%
20,245
-250
141
$1.42M 0.13%
20,982
-766
142
$1.41M 0.13%
8,932
-83
143
$1.38M 0.13%
11,719
+90
144
$1.38M 0.13%
18,893
+671
145
$1.35M 0.13%
23,537
-519
146
$1.32M 0.13%
26,315
-140
147
$1.31M 0.13%
6,446
+274
148
$1.23M 0.12%
6,995
-25
149
$1.23M 0.12%
13,953
150
$1.23M 0.12%
7,000
-30
4 5
6
7 8