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
126
$1.89M 0.16%
2,159
+24
127
$1.86M 0.16%
36,375
-7,205
128
$1.85M 0.16%
9,013
129
$1.84M 0.16%
5,910
130
$1.83M 0.16%
16,336
-40
131
$1.83M 0.16%
+14,263
132
$1.81M 0.15%
28,780
+1,116
133
$1.8M 0.15%
8,049
+25
134
$1.78M 0.15%
15,200
+6,310
135
$1.74M 0.15%
20,231
-58
136
$1.7M 0.14%
33,005
+1,180
137
$1.67M 0.14%
10,063
+2
138
$1.67M 0.14%
20,438
+73
139
$1.62M 0.14%
20,024
140
$1.61M 0.14%
20,845
141
$1.61M 0.14%
7,001
+949
142
$1.61M 0.14%
28,666
-860
143
$1.61M 0.14%
11,475
+170
144
$1.59M 0.14%
7,130
+696
145
$1.56M 0.13%
20,910
-535
146
$1.54M 0.13%
19,552
+242
147
$1.52M 0.13%
14,748
-1,951
148
$1.48M 0.13%
40,337
+2,351
149
$1.41M 0.12%
28,100
-7,500
150
$1.41M 0.12%
8,381
4 5
6
7 8